Registered Client Service Associate supporting financial advisors at Ameriprise Financial. Assisting with client service and portfolio management responsibilities while enhancing client relationships.
About the role
- Analyst providing sales and trading support for TD Securities' Westminster Research. Work closely with Sales and Operations teams in a team-oriented environment.
Responsibilities
- Provide support to Westminster's Sales and Operations teams
- Respond to client inquiries via phone and e-mail communications
- Communicate with external broker-dealers to reconcile trades and resolve breaks
- Work on projects as directed by Sales and Client Service teams
- Manage key data analytics and internal business systems
Requirements
- Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
- Series 7 and 63
- 0-3 years of related experience
- 3+ Years of related experience or specialized training / equivalent work experience preferred
- Strong communication, analytical and problem solving skills
- Ability to work independently with minimal supervision
- Proficient in Microsoft Office applications, especially Excel.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Direct Client Service Specialist I at Vermont DMV managing daily mail operations and providing customer service. Requires strong attention to detail and independent decision - making within the Montpelier office.
Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
Client Services Associate managing operational aspects of transactions at GLAS, an institutional debt administrator with a blue - chip customer base.
Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.
Client Services Executive managing client queries via phone, live chat, and emails at Glint. Collaborating with cross - functional teams to ensure high customer satisfaction in London.
Tax Partner overseeing administrative and operational matters for EisnerAmper's Private Client Services practice. Drive efficiency and mentor leaders while ensuring alignment with firm strategy and economics.
Client Support Lead providing operational support and mentoring for teams at Zinnia. Liaising with multiple departments to resolve client and production issues.
Client Services Representative responsible for addressing account and transaction inquiries for Moneycorp. Providing exceptional support and communication to enhance customer satisfaction and loyalty.
Senior Specialist at BNY influencing client service through systems integration and business problem - solving. Working with the Salesforce.com ecosystem and guiding less experienced analysts.