Client Service Assoc
Location: Melville, New York
Posted: November 25, 2016
Reference ID: 1927028140
Adecco is assisting a local client in a search for a Registered Client Service Associate for their growing company. This opportunity is a direct hire and it is located in Western Nassau. This is an immediate need and the company is offering great compensation and benefits.
Primary responsibilities are assisting the financial advisor in the preparing letters, proposals and written client service review materials.
Keep in contact with the client during the financial planning process and follow up with any questions the client may have.
Maintain and review any client information and prepare new busniness paperwork.
Must of have a good understanding of trades, financial statements and provide investment and financial planning research.
Must have a basic knowledge of financial services.
4 years of college and minimum 2 years of industry experience.
Passed the Series 7 & 63 and NY Life, Accident & health license or be willing to get these licensee within a reasonable amount of time.
Outstanding in computer efficiency
Strong Customer Service and interpersonal skills
If this sounds like an opportunity you are interested in, please call me at 516 941 5361 or email me your resume at Karen. Thompson@adeccona.com
Adecco is an Equal Employment Opportunity (EEO) and Affirmative Action (AA) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, familial status, protected veteran or disabled status, or genetic information.