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Licensed Client Services Associate in Indianapolis at Vaco

Date Posted: 7/26/2018

Job Snapshot

Job Description

Vaco Indianapolis has partnered with a company located North Indianapolis to fill a Licensed Client Services Associate position.

The Client Service Associate role is a sales support position.

This position provides dedicated operational and sales support to Financial Advisors. Some of the tasks performed include 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.

They are also responsible for interacting with customers in person, on the phone, and via e-mail. This position will be opening new customer accounts and establishing new customer portfolios, as well as provide support for existing customer accounts and portfolios.

Qualifications

Undergraduate 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.