Client Services Support Coordniator
The Employment Store - Rochester, NY

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: Fortune 500 Company seeks talented, finance minded candidates for RARE opening in Columbus Ohio office. SERIES 6 OR 7 LICENSE IS A PLUS! Growth potential, 401k, full benefits, STARTING AT 35k/year MainDescription: This position will focus on developing the knowledge base required to pursue the role of Mid-Market Services Coordinator while providing support and backup to the various Client Service Teams. They will work in tandem with Service Teams within Client Services and assist in the assembly of client communication and coordination.

Job Requirements:
PayRange: 35-40k

Other Details:
Responsibilities CLIENT SERVICING Participate as a back up in Mid-Market Services team coverage Monitor investment objective changes and provide written confirmation as necessary Prepare address/contact change documents and complete follow up to ensure proper state registration status for compliance and investment purposes Review and process account cancellations and coordinate necessary follow up/correspondence Process client directives Complete or escalate client data and fulfillment requests Facilitate information exchange between internal departments and external parties in regards to changes/updates on existing account Order, prepare and coordinate client reviews for meetings and mailings Prepare and submit meeting review forms Research and work to resolve client problems/issues as appropriate or assigned by Mid-Market Client Services Teams Escalate problem issues to Mid-Market Service team as appropriate PROSPECT/NEW BUSINESS RELATIONS Assist in the preparation, and process new account documents which includes notification to all appropriate parties; distribution of documents; account status follow up with internal departments, the Financial Advisor and the Vice President/Client Consultant FINANCIAL CONSULTANT/ADVISOR RELATIONS Assist in the Appointment of new Financial Advisors Facilitate and track the assignment of Financial Advisor Codes Coordinate and conduct the Appointment Process when a Financial Advisor changes Broker Dealers or Registered Investment Advisory Firms or when a client changes from one financial Advisor to another Prepare and distribute reports and response to Financial Advisor and Broker requests MISC. Participate in special projects/initiatives as assigned Develop comprehensive knowledge of all products sold and serviced through our Sales Force JobRequire: Qualifications Bachelors degree Series 6 and 63 or equivalent or obtain within 12 months of hire Work independently with strong prioritization and organization skills Excellent verbal and written communication skills Proven problem solving skills High attention to detail Comfort in dealing with numbers/mathematics
Rochester, NY / Columbus, OH

The Employment Store - 17 months ago - save job - block
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