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Client Services Representative

Company: Find Great People
Location: Greenville
Posted on: June 10, 2021

Job Description:

A local Financial Advising firm is looking to hire a Financial Services Representative to join their team!Duties:Establishes and maintains client accounts.Prepares client, custodian and firm paperwork.Responds to client inquiries and service requests.Initiates and tracks cashiering, transfer and other service transactions.Coordinates with Home Office Operations for completion of transactions and service requests.Receives and records client checks and securities and forwards to Home Office Operations for processing.Maintains current client information and activities in contact management system.Completes trades as instructed by advisor or clientAssists advisor with client meeting preparation and follow up.Assists in marketing efforts.Handles incoming and outgoing correspondence for advisors.Maintains branch compliance filesPerforms other tasks as assigned

Keywords: Find Great People, Greenville , Client Services Representative, Other , Greenville, North Carolina

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