Client Services Associate

  • location: Saint Louis, MO
  • type: Temp to Perm
  • salary: $30 - $34 per hour

job description

Client Services Associate

Our client, one of the largest US financial institutions and a Fortune 25 Company, is currently looking for a Client Services Administrator with an active Series 7 license to join their team.  This is a great opportunity to work with one of the most respected banking organizations in a fast paced and client facing environment that also allows for a flexible work schedule. 

Responsibilities

  • Provides support to Financial Advisor with client inquiries
  • Works with existing customers and relationship managers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services
  • Scheduling and preparation of quarterly reports and annual reviews
  • Assessing and analyzing account activity, reports, cash flow projections and financial statements for customers
  • Rebalances investment models in client accounts
  • Preparing monthly/quarterly financial and profitability reports and loan reports
  • Research cost basis, prepare account forms
  • Create or update financial plans in internal software
  • Series 7 and 66 licenses required
  • Proficient with Excel


Skills
  • Customer Service
  • Research
  • Financial Services
  • Microsoft Office
  • series 7 (1 year of experience is required)
  • FINRA
  • Financial (3 years of experience is required)
  • brokerage
  • audit
Education
  • Bachelors
Qualifications
  • Years of experience: 2 years
  • Experience level:Experienced
Shift: First

Working hours: 8 AM - 5 PM

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