What are the responsibilities and job description for the Client Services Associate position at TSR Consulting?
- 0–2 years of customer service experience; investment product exposure preferred.
- Understanding of investment and financial planning fundamentals preferred.
- Knowledge of multiple banking and investment products with strong relationship-building skills.
- Excellent verbal and written communication with professional presentation.
- Ability to work independently within set procedures and make informed decisions.
- High accuracy while handling multiple tasks and supporting a broad product set.
- Proficiency with Microsoft Excel, Outlook, and Word preferred.
- SIE, active Series 7, and Series 66 (or 63 and 65) required. No lapse of two or more years since last registered employment with a qualifying financial institution.
- Bachelor’s/University degree required.