Client Service Associate

 

Job Number:: 3012063

Posting Date: Jan 25, 2014

Primary Location: Americas-United States of America-California-San Francisco

Education Level: High School Diploma/GED

Job: Wealth Management

Employment Type: Full Time

Job Level: Non-Exempt

 

POSITION SUMMARY:

Perform daily operations, client service, and Financial Advisor support.  Provide account information to clients and Financial Advisors.  Learn the business and products in order to assist Financial Advisors.  Clerical duties such as: handling telephones, mailing, filing and processing forms.

Knowledge, Skills, and Abilities

• Excellent written and verbal communication skills.
• Strong computer skills, including internet.
• Knowledge of Microsoft Word, Excel and PowerPoint.
• Superior interpersonal, organizational and client service skills

 

Qualifications

Experience

• Industry experience is a plus.

Education

• High School Diploma/Equivalency.

Other Qualifications

• Be authorized to work in the U.S. without restriction as to duration.
• Pass a background check.
• Pass any applicable pre-employment tests.                                                                                          APPLY