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 ManagementServe as primary point of contact for incoming client callsProfessinally handle client requestsAssist ckients with account related questions and service needsAccount AdministrationOpen and process new client accounts and documentationMaintain and service client accountsProcess account updates, beneficiary changes, transfersCRM & Client data Management1. Maintain and update client records in Salesforce CRMOperations & Trade supportProcess distributionsPlace orders as directedCompensation and BenefitsBase $75000-$95000 annually based on experiencePerformance based bonus opportunity 401k with company matchPaid time off and paid Holidays
