Registered Client Service Associate

Responsibilities Assist Financial Advisors in servicing clients Receive and place orders as directed from Financial Advisor Process corporate actions where a license is warranted Schedule and confirm client appointments, enter data in SalesForce Manage the financial advisor's calendar to maximize productivity Maximize sales opportunities by contacting potential clients Provide operational guidance to Financial Advisors Ensure new business paperwork is accurately submitted Mitigate risk through appropriate authentication standards Maintain a professional environment Requirements Bachelor's degree or equivalent experience Experience in the securities industry and/or a sales assistant role Knowledge of securities markets and brokerage accounts Knowledge of the features and attributes of annuity products FINRA SIE, FINRA Series 7 and Series 66 licenses Exceptional telephone skills Effective time management skills Ability to communicate effectively and professionally Ability to evaluate, assimilate and utilize detailed information Ability to work in a self-directed fashion Demonstrated proficiency in Microsoft Office software products #J-18808-Ljbffr Jobtailor