- Undergraduate degree required
- Active and valid FINRA Series 7 license required
- Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE)
- Minimum 2 year of experience in the financial services industry working directly with clients
- Experience servicing high-net-worth clients
- General understanding of brokerage regulations and rules that govern client accounts
- Demonstrated experience handling client concerns and issues with tact and diplomacy
- Excellent written and oral communication skills, attention to detail
- Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Need to be able to build and maintain good cross departmental working relationships
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Client Services Associate
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Client Services Associate
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TEKsystems Westlake, United States: · Monday-Friday 8am-5pm · Training-First 2 Weeks Fully Onsite · Hybrid Model After-Will work 1 week a month in office and the other 3 from home · -Engage with clients through email, phone, and fax · -Majority of communication is through email and generating reports · -Analyze a ...
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Value City Furniture North Olmsted, United States** Customer Service Associate** · *Share by Email* Location: VCF NORTH OLMSTEAD #123 At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journeyan adventure. To that purpose, we are com ...
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Operations Associate II, Account Services
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Equity Trust Westlake, United States* This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period. · JOB SUMMARY: · The Operations Associate II for the Account Services and Transfers department processes new accounts, incoming and outgoing transfers and file ...
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Customer Service Associate
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Customer Service Associate
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Sr Specialist, Service Associate - Westlake, United States - Charles Schwab Corporation
Description
Your OpportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Sr.
Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients.
On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service.
Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades.
You'll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy.
If you're looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.
What you have
We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.
Required Qualifications:
Preferred Qualifications:
