Wealth Management Client Services Specialist

Wealth Management Client Services Specialist
We are currently seeking candidates with at least 2-3 years of administrative, sales and accounting experience in an office setting to work and grow with a wealth management company in Canfield, OH.

Call 330-337-1200 to speak with a recruiter or schedule an interview

Shift:

• Monday – Friday, 8:00AM – 5:00PM

Pay:

• $20.00 / hour based on experience

Key Responsibilities:

• Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
• Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
• Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office.
• Perform operational or administrative functions for client-related requests (i.e., check requests, wiring funds, address changes, dividend information, etc.).
• Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
• Provide reports and other information to FA(s), as requested.
• Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager, including suspicious client and/or employee activity or behavior.
• Perform various administrative duties (i.e., typing, filing, answering phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

Minimum Requirements:

• Associate degree and 1 year of equivalent experience preferred
• Experience with Microsoft Office – Excel, Outlook, Teams
• Able to maintain highest level of confidentiality
• Able to work under pressure and balance multiple projects
• Willingness to learn and grow with the company
• Organized and detail-oriented

Benefits:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Direct Deposit
• Weekly Pay
• More benefits once hired in

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Employ-Temps Staffing Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran or military status, sexual orientation, gender identity or expression, political beliefs, or any other characteristic protected by federal, state or local laws.

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