File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTitle
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Title
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Client Service Associate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCode
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Code
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
7042
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCategoryName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Category
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Client Service/Relationship Mgmt.
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTypeName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Type
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Permanent
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobLocationName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Location
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Boston - MA
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
PublishOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Date Posted
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
May 23 2023 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
ExpireOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Expires On
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Jul 31 2023 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
•Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.
•Solicit and receive orders for the Financial Advisor.
•Enter unsolicited trades at the direction of the Financial Advisor.
•Service less active accounts.
•Research client and security information through the back-office system.
•Processes and follows up on client documentation for proper maintenance of accounts.
•Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
•Creates and maintains records and files.
•Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
•Maintains databases and creates reports using portfolio software programs.
•Assists Financial Advisors with marketing efforts including seminars, etc.
•Receives and processes securities.
•Participates in and receives cross-training, as well as assists with other operational functions as required.
•Performs other duties and responsibilities as assigned.
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
•Minimum of two years financial services industry experience.
•Investment concepts, practices and procedures used in the securities industry.
•Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
•Ability to analyze research account information.
•Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
•Provide a high level of customer service in a calm and professional manner.
•Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
•Series 7 required
•Series 63, 65 and/or 66 as required by state.
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
RequiredYearsOfExperience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Required Years of Experience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
2
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
AdditionalInfo
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Additional Info
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
•Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.
•Solicit and receive orders for the Financial Advisor.
•Enter unsolicited trades at the direction of the Financial Advisor.
•Service less active accounts.
•Research client and security information through the back-office system.
•Processes and follows up on client documentation for proper maintenance of accounts.
•Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
•Creates and maintains records and files.
•Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
•Maintains databases and creates reports using portfolio software programs.
•Assists Financial Advisors with marketing efforts including seminars, etc.
•Receives and processes securities.
•Participates in and receives cross-training, as well as assists with other operational functions as required.
•Performs other duties and responsibilities as assigned.
Qualifications:
•Minimum of two years financial services industry experience.
•Investment concepts, practices and procedures used in the securities industry.
•Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
•Ability to analyze research account information.
•Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
•Provide a high level of customer service in a calm and professional manner.
•Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
