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account management onboarding series 7 series 63 microsoft office suite📋 Description
- Serve as the primary point of contact for clients, addressing inquiries related to accounts, investment products, and services.
- Provide timely and accurate information regarding account balances, transactions, and investment performance.
- Assist clients with account openings, changes, and transactions, ensuring regulatory compliance.
- Resolve client issues efficiently and effectively, escalating to management when necessary.
- Maintain up-to-date knowledge of company services, investment products, and market trends to provide informed support.
- Collaborate with the advisory team to ensure client needs are met and concerns are addressed.
🎯 Requirements
- Bachelor’s degree in finance, business, or related field preferred.
- Previous experience in customer service, preferably within the financial services industry.
- Strong interpersonal and communication skills, both written and verbal.
- Excellent problem-solving abilities and attention to detail.
- Proficient in Microsoft Office Suite and experience with CRM software.
- Series 7 or Series 63 licenses (or willingness to obtain) preferred.
🎁 Benefits
- Competitive salary
- Comprehensive benefits package, including health, dental, and retirement plans.
- Opportunities for professional development and career advancement.
- A supportive and collaborative work environment.
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