Client Service Representative

1 month ago


Little Rock, Arkansas, United States Stephens Full time
Job Summary

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.
Requirements
  • Bachelor's degree in a related field.
  • 1+ years of related experience and/or training.
  • Equivalent combination of education and experience.
Certifications and Licenses
  • 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.
Technical Skills
  • Microsoft Word.
  • Excel.
  • Alpha/Numeric Data Entry.


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