Client Service Associate

Company: Vaco Staffing
Location: San Antonio
Posted on: June 12, 2021

Job Description:

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 today!

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.

Qualifications

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