search
backpage.com > Dallas jobs > Dallas accounting/financial

Posted: Tuesday, March 14, 2017 7:48 AM

Job Description:/h3:
SENIOR CLIENT SERVICE ASSOCIATE : SERIES 7, 63, AND 65/66

Our client is a global investment banking firm and is looking for an experienced Senior Client Service Associate to support their Downtown Dallas branch.
The ideal candidate has at least 2 years of financial services industry experience, Series 7, 63, and 65/66, and proven knowledge of investment policies and procedures. This is a phenomenal opportunity for a self:motivated and energetic candidate to take ownership of the position and assist with managing and developing client relationships.
RESPONSIBILITIES
* Service prospective and existing clients to maintain strong relationships, following up on client inquiries.
* Research client and security information through back office.
* Process and maintain client documentation.
* Compose and prepare letters, forms, and spreadsheets.
* Create and maintain client records and files.
* Maintain the updated database, and create reports.
* Assist Financial Advisors with marketing efforts.
* Enter orders as directed, and receive and process securities.
* Manage time effectively to meet and exceed deadlines to ensure availability for additional projects.
REQUIREMENTS
* Series 7, 63, and 65/66 preferred.
* At least 2 years of financial services industry experience.
* Proven knowledge of investment policies and procedures, and financial markets and products.
* Excellent Microsoft Office Suite skills (Word, Excel, PowerPoint, Outlook).
* Team player mentality with strong analytical and decision:making skills.
* Excellent written, verbal, and interpersonal communication skills.
* Effective time management and organizational skills with a high level of attention to detail.
* Able to work well under pressure in a fast paced environment and exercise sound judgment and discretion.
* Show enthusiasm and support for the company, culture and team.
___________________
Job code: 9873
___________________
DES, Inc. is an equal opportunity third party and does not discriminate against candidates on the basis of race, gender, disability, veteran status or other protected characteristics. If you require application assistance, please call our office at x200B;
Company Description:/h3:
Founded in 1965, DES is one of the oldest and most successful staffing firms in the Southwest. We have been recognized by The Texas Association of Personnel Consultants for having the top:producing personnel consultant for the past 18 years. Our client base is comprised of Fortune 500 corporations, mid:sized and small companies, as well as high:profile individuals.

Source: https://www.tiptopjob.com/jobs/64844315_job.asp?source=backpage


• Location: Dallas

• Post ID: 48831315 dallas
dallas.backpage.com is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017 backpage.com