Client Service Representative
Primary Responsibilities:
- Build and maintain relationships to achieve highest level of service
- Serve as the primary contact between the branch office, multiple custodial platforms, and internal operations group
- Establish client accounts on various custodial platforms, service client accounts including money movement, and maintain and organize client files and records to comply with the requirements of all FINRA and SEC regulations
- Support advisor business development efforts to drive profitable growth
- Produce quality, client-ready reports using various software programs and track progress of projects and deadlines
- Manage office responsibilities by prioritizing daily work including answer phones, client mailings, operational duties and team support
- Assist in promotion and production of marketing events
- Other duties as requested
Key Qualifications and Required Skills:
- Education: Bachelor’s Degree Preferred, Series 7 and Series 66 (or 63 and 65) licenses preferred
- Experience: Minimum of 2 years’ experience in the financial industry preferred
- Knowledge and Skills: Effective organizational and communication skills, knowledge of Microsoft Office products with a preferred working knowledge of Fidelity (IWS) platform
We offer:
- Keel Point strives to provide excellent service to families we serve and an excellent working environment for our employees. Keel Point is committed to help employees reach their full professional and personal potential. As such, we foster a supportive and professional environment.
- Keel Point offers competitive compensation, paid time off, medical, dental, vision and life insurance, health savings account, flexible spending account, short and long term disability and employer contributions to 401(k)
- Salary commensurate with experience