Client Services Representative
$42,723–$57,117 year
On-siteRockland, New York, United States
Job Summary
Act as a liaison between registered representatives and their clients by answering phones, scheduling appointments, and preparing materials for client meetings. Prepare and process client paperwork, maintain client records, and conduct proactive outreach for time-sensitive activities like quarterly reviews. Aid advisors in creating illustrations, graphs, and reports while educating clients on account services and new technologies. Organize client events, follow up on tasks, and assume ownership of inquiries to ensure timely service delivery. Maintain compliance guidelines and communication notes within corporate systems while working through weekly meetings to support the advisor business plan. Complete required corporate training and adhere to Cetera standards in a fast-paced environment.
Required Qualifications
- High School Diploma or GED
- Experience in an administrative or customer service role
- Strong time management skills
- Excellent written and verbal communication skills
- Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs
Desired Qualifications
- Previous experience in assisting Registered Representatives/Financial Advisors
- Financial services and/or banking background
- Bachelor's degree in Finance, Business, Marketing, or Communications
- Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
- Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
- Self-starter, productive, works well with a team and independently
- Professional and positive attitude, friendly demeanor both in-person and by telephone
- Trustworthy; uses discretion with confidential information
- Listens well to instruction and consistently retains details
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