CLIENT SERVICES ASSOCIATE
WAYNE, PA 19080
Investment Advisory Firm in Wayne PA seeking a passionate, resourceful an motivated Client Services Associate to join their team! This is a great opportunity to take your career to the next level and learn from a company that puts clients first!
Monday - Friday 8:30 - 5:00 or 8:00 - 4:30.
-General administrative support such as handling the distribution of mail daily
-Follow-up and document on SalesForce without direction, when appropriate
-Continuously strive to enhance the client experience and deepen client relationships
-Manage the account opening process from initial lead/client contact through to account activation
- 5 years of experience with a transfer agent, broker/dealer, or mutual fund company
- Knowledge of retirement plans, financial planning, customer service and compliance issues.
- Experience with Charles Schwabb Advisor Center is preferred.
- Bachelor's degree in related field, or the equivalent combination of education and/or experience
- Series 65/66 registered
- Must be detail-oriented and comfortable with systems
If qualified and interested, please contact Andy email@example.com