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Experience working in a client service environment. Assigned to the employee advisor or branch, utilize the client relationship model & turnkey tools to assist... - Indeed
Educate clients on account services and capabilities. A high school diploma – client service experience – series 7 and 66 licenses You are:.... - Indeed
Client Associate /Sales assistant 50-55k- plus commissions after probationary period. Enter client trade orders.... - Indeed
Client Service Associates may not be designated speakers or present products to clients or prospective clients at such events.... - Indeed
Handle all written correspondence to or from clients as directed by Financial Advisor(s). Continually recognize an employee's responsibility to represent the... - Indeed
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's).... - Indeed
Non-registered Client Service Associates may not volunteer quote or other stock information to clients. Client Service Associates may not be designated speakers... - Indeed
PCG Registered Client Associate - International Private Client Services - Miami, FL. Strong client service skills.... - Indeed
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