Client Service Associate - NR
On-siteHolland, Michigan, United States
Holland, Michigan, United StatesOn-siteFull TimeEntry LevelLarge
Full TimeEntry LevelLarge
Job Summary
Open and maintain client accounts by performing clerical functions, entering trades as directed, and obtaining required documents from clients and advisors. Organize and manage complete client account and trade-related records, including filing, word processing, and preparing mailings. Provide overall customer service support by answering phones, handling check requests, wiring funds, and delivering account information while identifying suspicious activity for escalation. Manage administrative duties such as typing, addressing, and distributing documents as assigned by the Financial Advisor or Branch Manager.
Required Qualifications
- High School Diploma or equivalent
- 2 years clerical/related industry
- Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology
- Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products
- Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving
- Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
- Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
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