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Registered Client Service Associate
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$23 - $27 an hour
Full-time
- We are seeking a dynamic Client Services Associate who is experienced in providing support to Financial Advisor(s) in the implementation of investments, insurance, operations, and sales support for clients of the Investment & Retirement Services Programs.
- The core responsibility is the effective and efficient support of our Financial Advisor(s) in the implementation of investments, insurance, operations, and sales support for clients of the Investment & Retirement Services Programs.
- Must identify and profile potential opportunities through campaigns, branch referrals, telemarketing, educational workshops and face-to-face interactions with clients/members.
- Acts as a champion for change within Investment Services, offering new ideas and continuously developing knowledge and processes to improve member experience.
- Will perform a broad variety of administrative functions critical to the daily workflow and assigned sales goals of the Investment & Retirement Services department.
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