Qualifications:

Active Finra 7 and Series 63 securities registrations

5 years industry experience

Stong proficiency in salesforce crm, microsoft word, excel, teams

Excellent verbal ans communication skills

Excellent organizational skills

Key Responsibilities

Client Service & Relationship Management

1. Serve as primary point of contact for incoming client calls

2. Professinally handle client requests

3. Assist ckients with account related questions and service needs

Account Administration

1. Open and process new client accounts and documentation

2. Maintain and service client accounts

3. Process account updates, beneficiary changes, transfers

CRM & Client data Management

1. Maintain and update client records in Salesforce CRM

Operations & Trade support

1. Process distributions

2. Place orders as directed

Compensation and Benefits

Base $75000-$95000 annually based on experience

Performance based bonus opportunity

401k with company match

Paid time off and paid Holidays