A reputable Brokerage Firm is looking to hire a Client Service Representative to join their Austin, TX office (onsite). This person will be responsible for providing support for several financial advisors and assist in servicing a large client base that is continually growing.
Interviewing ASAP! Apply now for more details!
** Ideally minimum of 1-2 years of relevant experience **
** Recent College Graduates with Financial internship exp. are welcome to apply **
** Series 7 is a plus **
Responsibilities:
- Communicate with clients on a daily basis regarding stock quotes, buy vs. sales scenarios, and other related matters.
- Maintain customer account information including updating files and records and handling written correspondence.
- Provide administrative support to assigned Registered Representative(s) including, calendar management, travel arrangements, client, and prospect presentations.
- Work with back-office systems including FIS to enter trades and other account information.
- Address all client service problems and maintain Problem/Solution Log to keep Registered Representative(s) aware of service problems underway and to what level managed to client’s satisfaction.
- Act as gatekeeper for Registered Representative during prime market time.
- Assist with special projects and tasks as assigned.
Qualifications/Skills:
- 1-3 years' experience in the brokerage/financial services industry as a Client Service Associate.
- Series 7 and 63/66 license is ideal but not required.
- Highly proficient computer skills in Microsoft Office applications required with knowledge of Portfolio Software and data entry.
- Detail oriented with excellent organization skills and ability to multi-task.
- Ability to work in a fast-paced and deadline-oriented environment.
- Strong customer service and relationship building skills.
- Basic understanding of branch level operations, policies, and procedures (i.e., regulations and compliance requirements).
Pay: $22-$30/hr
