Client Service Assistant I - Registered Jobs

The Client Service Assistant I - Registered utilize cross sell, telemarketing, and/or internal referrals for additional product offerings to expand the portfolio and the client's relationship. Uses customer database to generate additional business opportunities with existing clients. Being a Client Service Assistant I - Registered may provides additional clerical or sales support for one or more Registered Representatives. Opens new accounts, processes orders for existing clients, and answers questions regarding the organization's products and services. In addition, Client Service Assistant I ... - Registered has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Typically reports to a supervisor or manager. Requires NASD series 7 and 63 licenses. Being a Client Service Assistant I - Registered works on projects/matters of limited complexity in a support role. Work is closely managed. Working as a Client Service Assistant I - Registered typically requires 0-2 years of related experience. More
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