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Client Service Associate

Company: Humans Being Resources, Inc
Location: Bradenton
Posted on: January 16, 2020

Job Description:

Registered Client Service Associate (Independent Financial Services Firm) Our client's Financial Firm in the Bradenton, FL area is looking to add a key employee to the team. They are seeking an experienced, professional Registered Client Service Specialist (RCSS) who is ready to grow and advance their Financial Services career. If you want to join a team that is dedicated to their clients and has created a culture of excellence, this may be a good fit for you. Our client is looking for a success-oriented employee who has great people-skills, attention to detail and superb time-management abilities. Having positive energy, integrity, and a "Team Player" mentality is a must Minimum Requirements --- 2 years of Financial Services Industry experience in a Client Service Specialist / Client Service Associate / Financial Advisor Assistant role --- 2 years of Administrative experience in a fast-paced professional office environment --- Series 6 Securities License and/or FINRA SIE Certification (Securities Industry Essentials) --- 2 Years of CRM Software experience (Example: Redtail, Salesforce) Minimum Required Skills --- Ability to prioritize projects and manage time --- Strong organization & administrative skills --- Ability to thrive in a fast-paced, but fun office environment --- Self-directed initiative and excellent follow through --- Ability to be adaptable as situations or business demands change --- High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment --- High attention to detail --- Excellent interpersonal, written, and verbal communication --- Ability to closely follow office processes & policies related to office operations & client privacy --- Willingness and desire to be part of a Team Environment and to learn through a mentoring relationship --- Ability to adhere to complex Regulatory and Compliance requirements Compensation --- $50,000 - $60,000 Base Annual Salary (Based Upon Experience &/or Licensing) --- Incentive / Bonus Plan 401k w-Match --- Health/Dental/Vision Coverage Contribution --- Monday-Friday Work Schedule with Schedule Flexibility --- Generous PTO Policy & Paid Holidays --- Tremendous Career Growth Opportunities Presented by Humans Being Resources, Inc . Thank you for your interest in our client's Client Service Specialist (RCSS) position in the Bradenton, FL area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When being considered for this position you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today Role Description Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our Client does. In providing excellent client service you will: Ensure client business flow and communication expectations are met and superior service levels provided Develop effective working relationships with the Financial Advisor to ultimately provide effective, high quality service for clients Initiate and track client paperwork effectively Ensure inquires and issues are resolved to achieve service levels Process applications and other various industry specific administrative tasks Generate various daily, weekly, monthly and annual reports for Financial Advisor(s) / Office Provide both pre/post Client Meeting Support for the Financial Advisor Provide thorough, high quality research, problem solving and issue resolution Follow up on pending business with companies and clients

Keywords: Humans Being Resources, Inc, Bradenton , Client Service Associate, Other , Bradenton, Florida

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