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Client Services Associate

Maitland, Florida | Direct Hire

Post Date: 07/25/17 Job ID: 13974 Industry: Administrative

Client Services Associate needed for a stable company in Maitland! 

Job Summary: 

- Internal service support to Financial Advisors 

- Daily service support (phone, e-mail, fax, etc.) to clients

- Prepare and process new account paperwork and account transfers

- Update clients on account status, changes, transfers via phone and mail

- Daily client phone support (answer questions, solve problems and provide service support) 

- Maintain and update client accounts

- Generate investment reports and monitor portfolio changes as required

What's Required: 

-Intermediate level in Microsoft Office programs

-Associates Degree (Bachelor Degree preferred)

-Some experience in Financial Services Industry (preferably as close to three years as possible)

-Financial Licenses required including either Series 7 and 65/66

-Life Insurance license preferred

 


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