Client Services Associate in Westfield, NJ at Vaco

Date Posted: 2/1/2021

Job Snapshot

Job Description

Vaco Indianapolis has partnered with a company in Westfield, NJ to find a Client Services Associate!

Experience with Fidelity is a must!

The Client Service Associate (CSA) role is a sales support position.

  • Providing dedicated operational and sales support to a Financial Advisor.
  • Sharing sales knowledge with customers and associates, supporting the administrative tasks of financial advisers, maintaining client account information, and lending assistance to financial advisers for special projects and urgent account tasks.
  • Responsible for interacting with customers and associates in person, on the phone, and via e-mail, as well as opening new customer accounts and establishing new customer portfolios.
  • Registered client associates also provide support for existing customer accounts and portfolios, as well as generate reports and data for accounts and portfolios.

  • Bachelors degree preferred, Minimum of 2+ years professional or relevant internship experience required.
  • Series 7 & 63/65 or 66 registration required
  • Knowledge of investment and banking products, policies & procedures is required
  • Strong client service & technical skills (MS Word & Excel).
  • Strong communication, time management and organizational skills are required.
*Top end salary is negotiable based on experience and licensing *