Financial Services Representative
Company: Find Great People
Posted on: May 4, 2021
A local Financial Advising firm is looking to hire a Financial
Services Representative to join their team!
- Establishes and maintains client accounts.
- Prepares client, custodian and firm paperwork.
- Responds to client inquiries and service requests.
- Initiates and tracks cashiering, transfer and other service
- Coordinates with Home Office Operations for completion of
transactions and service requests.
- Receives and records client checks and securities and forwards
to Home Office Operations for processing.
- Maintains current client information and activities in contact
- Completes trades as instructed by advisor or client
- Assists advisor with client meeting preparation and follow
- Assists in marketing efforts.
- Handles incoming and outgoing correspondence for advisors.
- Maintains branch compliance files
- Performs other tasks as assigned
Keywords: Find Great People, Macon , Financial Services Representative, Sales , Macon, Georgia
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