About the Company:
A large securities client is looking for a contract to hire client services associate, onsite in downtown Seattle. This registered Client Service Associate will support Financial Advisors and senior level management while providing sales and administrative support to customers.
About the Role:
Responsibilities Include:
- Maintain client account information and assist Financial Advisors with special projects as needed
- Coordinate and prepare for client review meetings and set up new accounts
- Organize and maintain calendar and meeting schedule
- Process invoices, check requests, and expense reports
- Research and arrange detailed travel plans: prepare travel itineraries and compile all documents and information needed for travel and appointments
- Interact with customers both in person and on the phone
- Prepare correspondence, presentations, and reports
- Follow up on deadline-driven tasks and issues
- Answer phones and take detailed, accurate messages
- Maintain files and documents
- Perform other duties and tasks as assigned and required
Qualifications:
Bachelor's Degree from an accredited university
Skills:
- FINRA Series 7 license preferred
- 3+ years broker/dealer sales support experience preferred
- Strong commitment to customer service
- Basic/working knowledge of general office procedures and equipment (multi-line phones, FAX, computer and keyboard skills)
- Proficient in MS Office
- Professional appearance and demeanor is essential
- Positive 'can-do' attitude, ability to prioritize, multi-task, and meet deadlines required
Pay range and compensation package:
Hourly rate of $30-33 an hour while on contract.