The Company
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
What You Will Be Doing
The primary role of the Client Service Associate is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks.
Qualifications
- Organized with a strong attention to detail and problem-solving abilities
- Effective oral and written communication; able to explain complex information clearly and simply
- Time management skills with the ability to handle multiple projects and deadlines
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Ability to analyze and research information
- Self-motivated, driven and takes initiative
- Prior customer service experience (financial services background preferred)
- Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
- Series 7 and 66 licenses preferred
Equal Opportunity Employer
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.