| Type: | Full Time |
|---|
Responsibilities:
Provide comprehensive support to Wealth Advisors in servicing, maintaining and growing their high net worth books of business.
Open client accounts and assist clients with required documentation. Perform account maintenance including but not limited to; funds disbursements, name/address changes, gifting securities, ACATS and DTC transfers, cost updates, billing/fees, and entering client directed orders.
Regular and proactive contact with clients and prospects regarding; new account documents, LOA's, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objectives, portfolio market values, stock quotes, etc.
Requirements:
Undergraduate degree or equivalent working experience in the financial services industry
Series 7 and 63 required
1-3 years of client service/support or related experience in the financial services industry
For details, please find job posting:
www.investmentbankcareer.com/iba....php
Provide comprehensive support to Wealth Advisors in servicing, maintaining and growing their high net worth books of business.
Open client accounts and assist clients with required documentation. Perform account maintenance including but not limited to; funds disbursements, name/address changes, gifting securities, ACATS and DTC transfers, cost updates, billing/fees, and entering client directed orders.
Regular and proactive contact with clients and prospects regarding; new account documents, LOA's, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objectives, portfolio market values, stock quotes, etc.
Requirements:
Undergraduate degree or equivalent working experience in the financial services industry
Series 7 and 63 required
1-3 years of client service/support or related experience in the financial services industry
For details, please find job posting:
www.investmentbankcareer.com/iba....php
