- Maintain client management systems and ensure client information is up-to-date
- Educate clients on available services and capabilities; you will act as the first line of defense, providing exceptional assistance
- Assist with preparing reports and materials for client meetings
- Collect necessary documentation for opening new accounts and processing service requests
- Plan team marketing events and maintain marketing materials
- Provide the team with a detailed calendar of activities
- Series 7 and 66 licenses
- 5+ years of experience in a similar role
- Bachelors degree
- Excellent communication and interpersonal skills
- Strong attention to detail
- Proficiency in Microsoft Office Suite
Sr. Registered Client Service Associate - Cincinnati, United States - Helium SEO
Description
Helium SEO is currently seeking a Sr. Registered Client Service Associate to join our client's team in Kenwood, OH. This is a hybrid, direct-hire position.
Are you a seasoned professional in a client service role within the financial industry? Do you thrive in a collaborative environment where your expertise makes a real difference? If so, we have an excellent opportunity for you
Who This Position is With: This company is a leading financial services firm in Kenwood, OH, dedicated to serving high-net-worth individuals and families. The team is passionate about delivering exceptional service and empowering clients to achieve financial goals.
As a Senior Registered Client Service Associate, you'll play a pivotal role in the team's success.
You will:
The ideal candidate will have:
This company offers flexible work arrangements, including hybrid options, to accommodate your lifestyle. This purpose-led culture fosters collaboration and agility across global teams, ensuring we meet all business needs effectively.
The client is committed to equal opportunity employment and empowering diversity within their workforce across cultures, perspectives, skills, and experiences. If you are interested in joining the team, please apply for consideration.