Sr Client Service Associate

Position Details

Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department.

What You Will Be Doing

• Providing clerical assistance including filing of customer information and transmission of documents to other departments
• Conducting outbound and incoming calls to schedule Financial Advisor appointments
• Coordinating referral activities with branch employees, as well as Financial Advisor's marketing initiatives
• Tracking, maintaining and reporting on sales activities for Financial Advisor
• Providing general clerical/administrative duties as needed for department

What Do You Need for this Position?

• A minimum of two years clerical/administrative experience and/or equivalent combination of education and experience
• A minimum of one year of sales or customer service experience in a banking or brokerage firm, preferred
• Well-Developed customer service skills, including written and verbal communication
• Must be extremely well-organized with a strong emphasis on attention to detail
• Associate's degree or equivalent in Business or Finance from two-year college, preferred
• May be expected to obtain an NASD Series 7 and 63, and state Health and Life Insurance licenses, at a future date. Licensed incumbents, highly preferred