Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach FL - 814 A1A North, United States
USD 50K-70K (estimate) Mid-level Full Time
Tasks
- Authenticate client calls
- Conduct investment research
- Contact leads for sales opportunities
- Coordinate operational requests
- Create meeting agendas and summaries
- Enter data in Salesforce
- Execute client trades
- Handle account documentation follow up
- Maintain client records
- Manage advisor calendar
- Obtain client signatures
- Perform authentication callbacks for high risk transactions
- Prepare client correspondence
- Prepare financial plans
- Process corporate actions
- Provide operational guidance
- Receive and place orders
- Reply to market information queries
- Review and address advisor reports
- Schedule client appointments
- Submit new business paperwork
- Support branch operations
- Support financial advisors
Perks/Benefits
Skills/Tech-stack
Annuity Products | Appointment Scheduling | Authentication | Authentication Callbacks | Brokerage Accounts | Client Trade Execution | Corporate actions | Customer Service | Expense Report | Expense report processing | FINRA | Investment research | Microsoft Office | Report processing | Salesforce | Securities markets | Trade execution
Education
Regions
Countries
States
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