client services representative

Edelman Financial Services
Bethesda, MD
Oct 13, 2017
Oct 18, 2017
Accountant, IT
Full Time
Edelman Financial Services one of the nationa s largest and most well known financial planning firms is seeking a skilled Client Service Associate for ourBoca Raton FL location The Client Service Associate provides full support to one or more Financial Planner ensuring client satisfaction through direct contact with clients vendors and other operational employees while adhering to regulatory standards Responsibilities Executing investment buy and or sell orders Analyzing reports to determine appropriate action to be taken on behalf of client accounts Researching client issues Preparing client documents Maintaining files Greeting clients in the office General office management Requirements years of operational experience within the financial services industry Bachelora s Degree preferred Series or and or required or must be obtained within months from start of employment Must have strong organizational and prioritization skills Ability to work independently to research and resolve client issues Problem solving skills to determine the most efficient method of problem resolution while complying with corporate and regulatory procedures Must have an understanding of appropriate paperwork and procedures necessary to process transactions Client services oriented Strong attention to detail Must be computer literate and proficient with Windows Word and Excel Ability to multi task Work both independently and within a team For more information www edelmanfinancial com EOE A comprehensive background check may be conducted on applicants for this position Edelman Financial has an employment at will policy If you are interested in an exciting career with Edelman Financial Services apply to this job posting at https recruiting ultipro com EDE JobBoard dcbab fe c OpportunityDetail opportunityId fdab aa c fd ed

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