You haven't searched anything yet.
This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appoints, and communicate with clients and financial companies.
The successful candidate is a fully registered sales assistant holding at least one or a combination of the following licenses: Life, Accident & Health Insurance License, FINRA Series 7 & 66 (or 63/65 combo) with 3 or more years in the investment industry. This role can also be the third step of the career pathing program toward future opportunities, including but not limited to the Associate Financial Professional and Registered Representative roles.
What You Will Do:
What you will have:
What is nice to have:
#LI-Onsite
Full Time
$55k-72k (estimate)
01/12/2024
05/10/2024
The job skills required for Client Services Lead include Customer Service, Microsoft Office, Futures, Client Service, Time Management, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Lead. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Lead. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Lead positions, which can be used as a reference in future career path planning. As a Client Services Lead, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Lead. You can explore the career advancement for a Client Services Lead below and select your interested title to get hiring information.