Back to Home Page
Communities Industries Employers JobSeekers Advertisers PJScout Resources Recruiters About
Keywords (e.g. nurse, sales) Category State City Radius
 
CLIENT SERVICES ASSOCIATE
Specialists Group LLC, The
Specialists Group LLC, The
 

Job Location: Irvine, CA

TSGW5905

CLIENT SERVICES ASSOCIATE

Financial

$55,000 - $60,000

Irvine, CA

Education Requirements: High School Diploma

Job Description:


  • Key member of the day-to-day functioning of all processing and operational servicing of the organization. Primarily focused on support, TOAs, and existing account service requests.
  • Handle all operational service requests from advisors` book of business.
  • Responsible for all new account processing and all paperwork for existing clients.
  • Assist Operations Manager in handling all operational service requests from advisors and other associates.
  • Maintain flawless execution for processing and service items.
  • Process all account distribution requests for existing client accounts, as well as for all new client accounts.
  • Leverage available resources to meet daily service targets, improve customer satisfaction, support projects and manage high-risk exposure items.
  • Review, assess and correct any rejects and/or issues.
  • Help identify opportunities to create efficiencies within all aspects of the operations department.
  • Assist with processing and operational setup for all associates and any new financial advisors.

Job Requirements:


  • Experience in all operations procedures and processes within an investment advisory, insurance and brokerage environment.
  • Experience working in a high-pressure, fast-paced environment. Ability to meet strict deadlines.
  • Strong knowledge of trading and account processing systems.
  • Experience in all operations procedures and processes within an investment advisory, insurance and brokerage environment.
  • Ability to prioritize tasks and manage time. Experience working in a high-pressure, fast-paced environment. Ability to meet strict deadlines.
  • Knowledge of trading and account processing systems.
  • Experience in account opening experience and the ability to work with clients.



How To Apply:

Specialists Group LLC, The
100 N. Broadway, Suite 200
Wichita, KS 67202


 
See all jobs in Irvine CA
  Share this job
Share |

PJ Scout
Create Free Account

PJ Scout
 
    INDUSTRIES | COMMUNITIES | EMPLOYERS | JOB SEEKERS | CUSTOMER LOGIN
    CONTACT US | ABOUT NATIONJOB | ADVERTISERS | PRIVACY
    Electronic Recruitment since 1988. Copyright 1995-2020 NationJob, Inc. All rights reserved.
JobboardFinder - Search the best job board worldwide