Van Der Noord Financial Advisors
JOB OPENING AT VFA
CLIENT SERVICE SPECIALIST
At least two years experience in the financial planning/securities industry. Series 6/7 preferred, but not required.
Excellent computer skills with proficiency in Excel and Word
Strong knowledge of investment transactions and financial products.
Candidate must possess excellent verbal and written communications skills and must present themselves with professionalism and strong phone etiquitte.
Must have a conscientious work ethic and enjoy working with details as well as with people.
Participate in additional projects when necessary.
NOTES: US Residents Only. VFA offers strong benefits such as paid time off, company paid medical, performance bonuses,retirement plan with employer contribution. Please send resume and salary requirements to lynn@vandernoordfinancial.com
DESCRIPTION:
The Client Service Specialist is the primary contact for all client issues other than giving advice. This full-time position is comprised of three main responsibilities...
1) Provide superior client service on all client requests; prompt and thorough follow up; maintain client database; manage relationships
2) Establish, prepare, and process all client account paperwork; manage fund transfers and trades (if properly licensed)
3)Provide administrative support to Advisor - Manage calender; screen incoming calls; greet and serve clients;clerical; Oversee compliance with Federal and State regulations as well as company policy and procedures.
REQUIREMENTS: