Client Service Associate
Company: Vaco Staffing
Location: San Antonio
Posted on: June 12, 2021
Vaco has partnered with a client in the San Antonio area in
search for a Client Service Associate starting off on a contractual
basis. If you feel you are a great fit for this role, apply
The Client Service Associate (CSA) role is a sales support
position, typically providing dedicated operational and sales
support to a Financial Advisor (FA). The tasks performed by
registered client associate positions include sharing sales
knowledge with customers and associates, supporting the
administrative tasks of financial advisers, maintaining client
account information, and lending assistance to financial advisers
for special projects and urgent account tasks. They are also
responsible for interacting with customers and associates in
person, on the phone, and via e-mail, as well as opening new
customer accounts and establishing new customer portfolios.
Registered client associates also provide support for existing
customer accounts and portfolios, as well as generate reports and
data for accounts and portfolios.
Undergraduate degree preferred, Minimum of 3+ years professional
or relevant internship experience required. Series 7 & 63/65 or 66
registration preferred Knowledge of investment and banking
products, policies & procedures is required Strong client service &
technical skills (MS Word & Excel). Strong communication, time
management and organizational skills are required.
100% in office
Keywords: Vaco Staffing, San Antonio , Client Service Associate, Other , San Antonio, Texas
Didn't find what you're looking for? Search again!