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Client Services Associate

Company: Vaco Staffing
Location: Los Angeles
Posted on: November 26, 2022

Job Description:

Vaco Indianapolis has partnered with a Financial Services client in search of a lead Client Services Associate. If you feel you would be a good fit, apply today! The Client Service Associate (CSA) role is a sales support position, typically providing dedicated operational and sales support to a Financial Advisor (FA). The tasks performed by registered client associate positions include sharing sales knowledge with customers and associates, supporting the administrative tasks of financial advisers, maintaining client account information, and lending assistance to financial advisers for special projects and urgent account tasks. They are also responsible for interacting with customers and associates in person, on the phone, and via e-mail, as well as opening new customer accounts and establishing new customer portfolios. Registered client associates also provide support for existing customer accounts and portfolios, as well as generate reports and data for accounts and portfolios.Qualifications Undergraduate degree preferred, Minimum of 3+ years professional or relevant internship experience required. Series 7 & 63/65 or 66 registration preferredKnowledge of investment and banking products, policies & procedures is requiredStrong client service & technical skills (MS Word & Excel). Strong communication, time management and organizational skills are required.

Keywords: Vaco Staffing, Los Angeles , Client Services Associate, Other , Los Angeles, California

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