Our client is seeking a Client Service Consultant to assist with escalated retirement fund account transactions.
As a Client Service Consultant you will be responsible for supporting internal and external customers by providing a more complex variety of support services in account management, operations, documentation, customer service and technical support.
- 7+ years of progressive client service experience with a financial institution
- 3+ years' brokerage experience
- FINRA Series 7 licensing is required.
- Working with existing customers and relationship managers to present product or service information Discuss operating problems and identify opportunities to cross-sell other services
- Assessing and analyzing account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution
- Preparing monthly/quarterly financial and profitability reports and loan reports; promoting Bank services and seeking new business with present and prospective customers;
- Series 7 License
- Years of experience: 0 years
- Experience level:Experienced
Working hours: 8 AM - 4:30 PM
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