Qualifications:
Active Finra 7 and Series 63 securities registrations 5 years industry experienceStong proficiency in salesforce crm, microsoft word, excel, teamsExcellent verbal ans communication skillsExcellent organizational skillsKey ResponsibilitiesClient Service & Relationship Management1. Serve as primary point of contact for incoming client calls2. Professinally handle client requests3. Assist ckients with account related questions and service needsAccount Administration1. Open and process new client accounts and documentation2. Maintain and service client accounts3. Process account updates, beneficiary changes, transfersCRM & Client data Management1. Maintain and update client records in Salesforce CRMOperations & Trade support1. Process distributions2. Place orders as directedCompensation and BenefitsBase $75000-$95000 annually based on experiencePerformance based bonus opportunity 401k with company matchPaid time off and paid Holidays
