Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach, Florida, USA
USD 50K-70K (estimate) Mid-level Full Time
Tasks
- Assist financial advisors with client servicing
- Authenticate client calls
- Conduct investment research
- Contact leads for new sales opportunities
- Create meeting agendas and summaries
- Enter data in Salesforce
- Maintain client records
- Manage advisor calendar
- Obtain client signatures and submit documentation
- Perform authentication callbacks for high risk transactions
- Place client trades
- Prepare client correspondence
- Prepare financial plans
- Process corporate actions
- Process operational requests and account updates
- Provide market information to clients
- Provide operational guidance to advisors
- Receive and place orders
- Review and address advisor reports
- Schedule and confirm client appointments
- Submit new business paperwork
Perks/Benefits
- 401k plan
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid Holidays
- Paid sick leave
- Paid time off
- Vision insurance
Skills/Tech-stack
Annuity Products | Authentication | Brokerage Accounts | Client Trades | Corporate actions | FINRA | Investment research | Microsoft Office | Order Management | Salesforce | Securities markets
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
Regions
Countries
States
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