Licensed Client Service Associate Jobs in Colorado , Employment

Are you looking for a challenging and rewarding career in the financial services industry? We are looking for a Licensed Client Service Associate to join our team! As a Licensed Client Service Associate, you will be responsible for providing exceptional customer service to our clients, managing client accounts, and providing financial advice. If you have a passion for helping people reach their financial goals, this is the job for you!

Overview A Licensed Client Service Associate is a professional who provides customer service and administrative support to clients of a financial services firm. They are responsible for providing a high level of customer service, ensuring that client inquiries are handled in a timely and accurate manner, and providing administrative support to the firm’s financial advisors. Detailed Job Description The Licensed Client Service Associate is responsible for providing customer service and administrative support to clients of a financial services firm. This includes responding to client inquiries, providing information about the firm’s products and services, and assisting with the completion of paperwork. The Licensed Client Service Associate is also responsible for maintaining client records, ensuring accuracy of data, and providing administrative support to the firm’s financial advisors. Job Skills Required

• Excellent customer service skills

• Strong communication and interpersonal skills

• Ability to multitask and prioritize tasks

• Proficiency in Microsoft Office Suite

• Knowledge of financial services products and services

• Ability to work independently and as part of a team

Job Qualifications

• Bachelor’s degree in business, finance, or a related field

• Previous customer service experience

• Series 7 and 63 license

• State insurance license

Job Knowledge

• Knowledge of financial services products and services

• Knowledge of customer service principles and practices

• Knowledge of financial regulations and compliance

Job Experience

• Previous customer service experience

• Previous experience in a financial services firm

Job Responsibilities

• Respond to client inquiries in a timely and accurate manner

• Provide information about the firm’s products and services

• Assist with the completion of paperwork

• Maintain client records and ensure accuracy of data

• Provide administrative support to the firm’s financial advisors

• Follow up with clients to ensure satisfaction with services provided