16 часов назад
Registered Client Service Associate (The Woodlands, TX)
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 transactions, portfolio rebalancing, reporting, and high-volume client service with an accent on regulatory documentation, asset transfers, and investment account maintenance. Focus on researching account information, processing orders and corporate actions, managing changing priorities, and ensuring accurate client records and timely follow-up.
Location: Houston, Texas, United States; resident workstyle
Company
is a financial services firm with more than 60 years of industry history and a focus on client service and long-term relationships.
What you will do
- Serve as the first point of contact for prospective and existing clients through phone, email, mail, in-person, and virtual channels.
- Support financial advisors and branch staff with client service, scheduling, inquiries, and administrative coordination.
- 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, and support seminars and other client-facing events.
- Track detailed assignments, resolve issues, follow up on time-sensitive items, and maintain compliance with firm and industry requirements.
Requirements
- High school diploma or equivalent.
- Approximately one year of securities industry or related work experience preferred.
- SIE and Series 7 certifications required; Series 63, 65, and/or 66 required as applicable by state.
- Knowledge of investment concepts, financial markets, securities industry regulations, trading terminology, and managed account platforms.
- Experience with CRM software, Excel, spreadsheets, reporting, databases, and standard office applications.
- Strong communication, organization, problem-solving, prioritization, mathematics, and customer service skills.
Culture & Benefits
- Full-time resident position with less than 25% travel.
- Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
- Opportunities for training, cross-training, education, and professional development.
- Work environment emphasizes collaboration, accountability, continuous improvement, integrity, independence, and client-first service.
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