13 дней назад
Registered Client Service Associate - Bedford, NH
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Registered Client Service Associate (Financial Services): Supporting financial advisors and clients through account onboarding, securities operations, portfolio orders, reporting, and high-volume service interactions with an accent on regulatory documentation, asset transfers, and client account accuracy. Focus on managing changing priorities, researching account information, processing transactions, and maintaining responsive client communication in a hybrid branch environment.
Location: Hybrid role in Bedford, New Hampshire, United States
Company
is a financial services firm providing investment and wealth management support to clients and financial advisors.
What you will do
- Serve as a first point of contact for prospective and existing clients through phone, email, mail, virtual, and in-person interactions.
- Support financial advisors and branch staff with client service, scheduling, inquiries, and administrative tasks.
- Onboard clients, open accounts, research account and security information, and maintain accurate records in CRM systems.
- Process and monitor asset transfers, cash reports, corporate actions, account alerts, orders, and portfolio rebalancing.
- Prepare financial reports, spreadsheets, and meeting materials while supporting seminars and other client-facing events.
- Track priorities and follow up on time-sensitive items while resolving errors, questions, and client concerns.
Requirements
- High school diploma or equivalent.
- Approximately 13 months to 3 years of general experience; securities industry or related experience is preferred.
- Securities Industry Essentials (SIE) exam required unless an exemption or grandfathering applies.
- Series 7 required; Series 63, 65, and/or 66 required as applicable by state.
- Knowledge of investment concepts, financial markets, securities regulations, trading terminology, managed account platforms, CRM software, and Excel.
- Ability to manage detailed, changing priorities, communicate effectively, analyze account information, and provide professional customer service.
Culture & Benefits
- Hybrid workstyle with less than 25% travel.
- Medical, dental, vision, life, disability, critical illness, and accident insurance may be available.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- Access to training, cross-training, educational, and professional development opportunities.
- People-first culture centered on client service, integrity, collaboration, accountability, and continuous improvement.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →