We are seeking a professional, outgoing, customer service oriented administrative professional for the position of Client Services Assistant in our Brunswick location.
SUMMARY:Works directly with in-house representatives assisting with the administration and processing of business and client services.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
§Assist reps with day-to-day business processing, trading, correspondence, and project management
§Provide technical support to reps including gathering client data and financial documents
§Work directly with clients for administrative support
§Produce financial plans with information received from client and rep, using appropriate software
§Generate reports with appropriate software
§Meet with the clients as needed to assist reps, to answer administrative questions or fill out necessary forms, documents or any other necessary paperwork
We are a Shared Values organization. Imagine an environment where people are given the freedom to act the way they really want to act -- with courage, creativity, and independence from fear of criticism. At Northeast, we believe when people are respected and appreciated, they want to contribute even more, to rise to their true potential. Come join our team and learn what Shared Values means.
Administrative, Office Support Banking, Finance Customer Service
Job Type:
Regular
Full/Part Time:
Full Time
Salary:
Hourly Wage
Job Requirements
§Work well independently and closely with reps
§Strong customer service skills
§Ability to perform tasks that are routine and clerical in nature
§Strong organizational skills and high attention to detail.
§Intermediate computer skills including Microsoft Word & Excel(PowerPoint skill helpful)
§Excellent mathematical skills.
§Able to manage multiple projects concurrently
§Work unsupervised and be able to differentiate between matters that should be handled alone versus seeking assistance from rep
§Be FINRA Series 6 and 63 licensed within 6 months of employment
§Willingness to travel to clients, for training, and client events as needed
§Ability to work at computer for long periods of time.
Education Requirements
§Associates degree in a related field and/or relevant work experience.
§Series 6 and 63 license or willingness to attain license.
Benefits
No Ordinary Employer. We offer a generous benefits package including:
Medical, Dental, Life
Domestic Partner coverage available on medical and dental plans
Health Savings Account (HSA) option for medical plan
Medical and Dependent Flexible Reimbursement Accounts
Long-term and short-term disability coverages
Wellness Reimbursement Incentives
Aflac benefit availability
Employee Assistance Program
Paid sick, vacation and personal time off
Paid holidays
401(k) with Company match
Tuition Reimbursement Opportunities
Banking, Insurance and Financial Services
Contact Info
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