Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach FL - 814 A1A North, United States
USD 60K-75K (estimate) Mid-level Full Time
Tasks
- Assist financial advisors with client servicing
- Conduct investment research
- Contact potential investment clients
- Coordinate reports for insufficient funds and RMDs
- Create meeting agendas and summaries
- Enter data in Salesforce
- Execute client trades
- Maintain client records
- Manage advisor calendar
- Perform authentication callbacks for high risk transactions
- Prepare and coordinate client correspondence
- Prepare financial plans
- Process corporate actions
- Process operational requests
- Provide operational guidance
- Receive and place client orders
- Reply to market information inquiries
- Review and address client reports
- Schedule and confirm client appointments
- Submit and follow up new account documentation
Perks/Benefits
Skills/Tech-stack
Annuities | Appointment Scheduling | Authentication | Brokerage Accounts | Client Trades | Corporate actions | Financial planning | Investment research | Microsoft Office | Order Management | Risk Management | Sales Pipeline | Sales Support | Salesforce | Securities markets
Education
N/A
Regions
Countries
States
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