Job description
Client Services Associate
Financial Staffer is currently looking to fill a position as a Client Services Associate for a National Firm in San Diego.
Provide strong sales support to a Sales VP to maximize sales productivity.
Job responsibilities include:
- Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.
- Opens New Accounts
- Handling customer relations issues to assist in both the retention and acquisition of assets under management
- Speaking directly with existing clients and prospective clients regarding alternative investments
- Prioritizing client/prospect contacts to maximize sales efforts
- Keeping track of sales activities
- Providing clients with access to our proprietary databases, software and websites
- Planning and implementing follow-up actions with clients and prospects
- Populating our CRM database (Sales Force) with client info
- Populate client data in Charles Schwab platform
Requirements for the position:
- Outstanding professionalism and client-service skills – able to provide “white glove” service to our clients
- Exceptional attention to detail and organizational ability
- Strong ability to take initiative
- Ability to work both collaboratively and independently
- Excellent verbal communication skills
- High integrity and honesty
- Strong computer skills
Close attention to detail and the ability to multi-task are essential skills for this position. In addition, the successful candidate may hold a Series 7, Series 63 (or Series 66) Licenses however it is not required. Prior experience with Pershing is preferred.
Please fill out the information at the link below for consideration.
https://meetings.hubspot.com/thill5
Work Location:
- One location
Job Type: Full-time
Salary: $20.00 - $35.00 per hour
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
COVID-19 considerations:
Vaccination required for working in the office.
Education:
- High school or equivalent (Preferred)
Experience:
- Financial Services: 2 years (Preferred)
License/Certification:
- FINRA License (Preferred)
Work Location: One location
Job Type: Full-time
Pay: $20.00 - $35.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Ability to commute/relocate:
- San Diego, CA 92121: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial services: 2 years (Preferred)
Work Location: In person
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