Client Service Representative
3 days ago
We are seeking a highly organized and detail-oriented Client Associate to join our team at Stephens. As a Client Associate, you will provide exceptional support to our financial consultants and customers, ensuring seamless day-to-day operations and exceptional client experiences.
Key Responsibilities- Process new account and transfer account forms with accuracy and efficiency.
- Provide exceptional customer service, answering phone calls, taking messages, and responding to inquiries in a timely manner.
- Prepare and maintain confidential and routine files, ensuring accurate and up-to-date information.
- Assist financial consultants and customers with information and support as needed.
- Support sales staff in resolving routine account issues, researching and compiling relevant information.
- Maintain records for financial consultants, including appointment schedules, commission accounts, and trades executed.
- Schedule business trips, coordinate with customers, and assist with filing expense reports for financial consultants.
- Bachelor's degree in a related field.
- 1+ years of related experience and/or training.
- Equivalent combination of education and experience.
- SIE - Securities Industry Essentials within 6 months.
- Series 7 - General Securities Representative within 6 months.
- Series 63 - State Law Exam or Series 66 - Combined State Law within 6 months.
- Microsoft Word.
- Excel.
- Alpha/Numeric Data Entry.
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