CLIENT SERVICES ASSOCIATE

CLEVELAND OH, OH

Posted: 11/05/2019 Employment Type: Direct-Hire Industry: FINANCE Job Number: 15066 Pay Rate: $27.00

Job Description

Direct Hire Client Services Associate:$50-60K: Cleveland, OH
With great financial services and investment company! Excellent benefits package and perks!
Responsibilities
- Assist brokers by processing new account applications, resolving inquiries and account transfers
- Handle purchasing and selling securities when needed
- Provide prompt communication regarding trade settlement figures, coordinating the delivery/payment of securities (via checks/wires), and requests
- Research and resolve late payments, overdraft items, pending service inquiries, and communicates resolution to appropriate parties

Job Requirements

Qualifications
- Exceptional organization, problem solving and communication skills
- FINRA Series 7 and 63 licenses required
- Knowledge of SmartStation preferred
- Must have at last 3 + years of settlement and equity trading experience

If qualified, send updated resume to Jen: jfransen@monarchstaffing.com or call 610-629-0088
**Excellent benefits package and perks**

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