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Financial Services Representative

Company: Find Great People
Location: Macon
Posted on: May 4, 2021

Job Description:

A local Financial Advising firm is looking to hire a Financial Services Representative to join their team!
Duties:

  • 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 transactions.
  • 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 management system.
  • Completes trades as instructed by advisor or client
  • Assists advisor with client meeting preparation and follow up.
  • 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

Click here to apply!

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