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Registered Client Service Associate for Investment Firm (Laguna Beach). Series 7, customer service, financial services.... - Indeed
Provide high level of service to existing clients consistent with the full development and maintenance of client relationship.... - Indeed
Discusses client holdings. Four (4) year degree in Business or Finance, or equivalent, and three (3) to five (5) years extensive client service associate... - Indeed
Client Service Associates may not be designated speakers or present products to clients or prospective clients at such events.... - Indeed
The Registered Client Service Associate supports the business operations of a team of Financial Advisors.... - Indeed
The Client Services Specialist must be able to handle client maintenance requests and identify sales opportunities and discuss with sales team.... - Indeed
Handle all written correspondence to/from clients as directed by Financial Advisor. Continually recognize an employee's responsibility to represent the total... - Indeed
Working with clients to facilitate registered transactions. The associate will provide world-class customer service to.... - Indeed
Knowledge and strong focus on processes for providing exemplary customer service; Includes customer assessment, meeting quality standards for service, and... - Indeed
Experience in a customer service capacity. Provide customer service to clients and sales support to brokers with regard to the purchase and sale of investment... - Indeed
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