financial services experience - ideally within a client facing team or years of experience in client service within the finance sector. collect the right documentation for opening new accounts and service requests.
Numbers & Facts
Location
San Diego, California
Website
https://www.vetshired.us
Description
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
Your expertise
series 7 and 66 licenses (preferable)
financial services experience - ideally within a client facing team or years of experience in client service within the finance sector.
Bachelor's degree or equivalent with a focus on business.
excellent written and verbal communication skills, as well as organization skills
attention to detail
team player with pleasant interpersonal skills
works with absolute discretion, tactfulness, and adaptability to changing demands