Registered Client Service Associate Jobs in Bexar, Texas
Registered Client Service Associate
By Texas Wealth Management, LLC
At , Houston, 77058, Tx
From $70,000 a year
Client Service Associate Jobs
By Raymond James
At Leesburg, VA, United States
Branch Service Manager/Registered Client Associate
By Royal Bank of Canada
At , Rapid City, 57701, Sd
Registered Service Associate - 10Am-7Pm Est Work Schedule
By Raymond James Financial
At , Remote
Client Associate/Registered Client Associate
By RBC Wealth Management
At Farmington, CT, United States
Client Service Associate Jobs
By Morgan Stanley
At , New York, 10036, Ny
Registered Client Service Associate *
By Morgan Stanley
At Boulder, CO, United States
Client Service Associate* Jobs
By Morgan Stanley
At Medford, OR, United States
Client Service Associate Jobs
By JPMorgan Chase Bank, N.A.
At , New York, Ny
$76,000 - $106,000 a year
Client Service Associate Jobs
By Guidepoint
At , Phoenix, Az
$55,000 a year
Client Service Associate Jobs
By Morgan Stanley
At Springfield, MO, United States
Are you looking for an exciting opportunity to use your customer service skills in a fast-paced environment? We are looking for a Registered Client Service Associate to join our team! As a Registered Client Service Associate, you will be responsible for providing exceptional customer service to our clients, ensuring their satisfaction and providing solutions to their inquiries. If you are a motivated individual with a passion for customer service, this is the perfect job for you!
Overview A Registered Client Service Associate is a professional who provides customer service and administrative support to clients of a financial services firm. They are responsible for managing client accounts, processing transactions, and providing advice and assistance to clients. Detailed Job Description A Registered Client Service Associate is responsible for providing customer service and administrative support to clients of a financial services firm. They are responsible for managing client accounts, processing transactions, and providing advice and assistance to clients. They must be knowledgeable about the products and services offered by the firm and be able to explain them to clients. They must also be able to handle customer inquiries and complaints in a professional manner. In addition, they must be able to process transactions accurately and in a timely manner. Job Skills Required• Excellent customer service skills
• Knowledge of financial products and services
• Ability to explain complex financial concepts to clients
• Ability to handle customer inquiries and complaints
• Ability to process transactions accurately and in a timely manner
• Knowledge of financial regulations and compliance
• Knowledge of computer systems and software
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Relevant work experience in a financial services firm
• Professional certification such as the Series 7 or Series 63
• Ability to pass a background check
Job Knowledge
• Knowledge of financial products and services
• Knowledge of financial regulations and compliance
• Knowledge of computer systems and software
Job Experience
• Relevant work experience in a financial services firm
• Experience in customer service
Job Responsibilities
• Manage client accounts
• Process transactions
• Provide advice and assistance to clients
• Handle customer inquiries and complaints
• Explain complex financial concepts to clients
• Ensure compliance with financial regulations
• Maintain accurate records and documents
- Registered Client Service Associate in Texas
- Registered Client Service Associate in Houston
- Registered Client Service Associate in Virginia
- Registered Client Service Associate in Loudoun
- Registered Client Service Associate in Leesburg
- Registered Client Service Associate in Michigan
- Registered Client Service Associate in Kalkaska
- Registered Client Service Associate in Rapid City
- Registered Client Service Associate in Iowa
- Registered Client Service Associate in Fremont
-
Systems Analyst - Excel, Xml, Sql, Scripting
By CyberCoders At Salt Lake City, UT, United States 8 months ago
-
(Senior) Finance & Shared Services Manager
By Catholics For Choice At Washington, DC, United States 8 months ago
-
Paralegal - Probate Administration
By CyberCoders At Miami, FL, United States 8 months ago
-
Account Executive - Automotive Software
By ECW Search At United States 8 months ago
-
Construction Project Coordinator Jobs
By CyberCoders At River Falls, WI, United States 8 months ago