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ADMIN DIR, QUALITY INST |
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SUPV, CLERICAL SUPPORT - Heart Group |
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MDS Coordinator |
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Client Services Associate
| Details |
Country: USA
Location: NJ Cherry Hill
Total applied: 5
Relevant Work Experience: 2+ to 5 Years
Career Level: Experienced (Non-Manager)
Education Level: High School or equivalent
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day)
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Client Services Associate
At Ryan Beck & Co., the stability of a 60-year history meets with modern thinking to create a firm at the forefront of the financial services industry. With unparalleled expertise and state-of-the-art resources, we provide a full spectrum of innovative solutions for our individual, corporate and institutional clients. We have a single goal - to provide superior service by understanding our clients and anticipating their needs. If you share our quest for top performance and are committed to client service, consider this outstanding career opportunity in our Cherry Hill/Marlton, NJ location.
The ideal candidate will possess previous experience as a sales assistant with exposure to the financial services/retail brokerage industry. The primary responsibilities for this role will be to:
? Interact daily with prospective and existing clients and handle basic inquiries.
? Process and follow-up on client documentation to insure proper maintenance of accounts. This includes the creation and maintenance of client files.
? Receive and process securities.
? Perform other responsibilities are performed as deemed necessary by the Manager.
We are seeking applicants who share our commitment to professionalism and client service, possess strong communication skills and uphold a high standard of fairness and ethics in everyday words and actions. The ideal candidate will possess strong communication, organizational and follow-up skills; have the ability to work in a team oriented environment; have hands-on experience with Microsoft Office and proficiency with Excel; and prior experience within the financial services industry, preferably as a sales assistant/client service associate. Bachelor's degree preferred; Series 7 and Series 63 registration is a plus.
For immediate consideration, please apply online using the following: https://ryanbeck.ats.hrsmart.com/cgi-bin/a/highlightjob.cgi?jobid=604
At Ryan Beck & Co., our people are the foundation of our success. We are committed to creating opportunities for our professionals, rewarding performance and supporting career advancement. We offer competitive compensation and a comprehensive benefits plan that includes medical, dental, disability, life insurance, profit sharing and 401(k).
RYAN BECK & CO.
Excellence in Financial Services
www.ryanbeck.jobs
Member NASD/SIPC
Equal Opportunity Employer M/F/V/H
Ryan Beck & Co. is committed to Equal Employment Opportunity and to attracting and retaining the most qualified employees regardless of race, national origin, religion, sexual orientation, gender, age or disability.
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