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Investment - Client Service Associate

Durham Staffing Solutions Omaha, NE
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Job Description

Our client is searching for a team member who will be instrumental in providing the flow of information and facilitating a variety of services offered to their customers. 

Responsibilities:

  • Performs administrative functions related to opening client accounts and ongoing account coding based on account features chosen by the client.  
  • Works with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Organizes and assists in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Performs operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Upon request, provides quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
  • Provides reports and other information to FA(s), as requested.
  • Identifies situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. 
  • Performs various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

QUALIFICATIONS

  • High School Diploma or equivalent 
  • Two year administrative experience
  • Two years investment industry experience    
  • AA or BA is preferred

Company offers an excellent benefit package!  

 

Job Details

Date Posted December 10, 2018
Date Closes January 9, 2019
Located In Omaha, NE
Job Type Full-time Employee
Compensation Salary, $35,000.00 - $50,000.00, Based on Experience
Experience Level Intermediate (3-7 yrs. experience)
Shift
Daytime
Mon: 8 am to 5 pm
Tue: 8 am to 5 pm
Wed: 8 am to 5 pm
Thu: 8 am to 5 pm
Fri: 8 am to 5 pm
Start Date Immediately
SOC Category 43-4011.00 Brokerage Clerks
Zipcode 68137
Name Personnel Consultant
Address 5830 S 142nd Street
City, State and Zip Omaha NE 68137
Phone (402) 827-8003
FAX (402) 827-8006

This job requires the following skills

  • Customer Service
  • Data Entry
  • Document Processing
  • Phone Receptionist
  • College Planning
  • Commercial Investments
  • Commodity Trading
  • Finance Management
  • Investment Sales / Marketing - Annuities
  • Investment Sales / Marketing - Corporate Investments
  • Investment Sales / Marketing - Educational Savings Accounts
  • Investment Sales / Marketing - Management
  • Investment Sales / Marketing - Mutual Funds
  • Investment Sales / Marketing - ROTH and Traditional IRA'S
  • Investment Sales / Marketing - Stocks / Bonds
Location