CyberCoders Client Service Associate w/ Series 7 in Westborough, Massachusetts

Client Service Associate w/ Series 7 Client Service Associate w/ Series 7 - Skills Required - Registered Client Service Associate, Series 7, Series 63, Financial Services, CRM, SalesForce, netx360, albridge, Morningstar, Laser App

PLEASE READ: You must be CURRENTLY REGISTERED as a Client Service Associate (CSA) to be considered for this position.

FINRA SERIES 7 is required, SERIES 63 is highly recommended.

Top Reasons to Work with Us

  • Small company feel that is consistently growing

  • Talented Team of Dedicated individuals

What You Will Be Doing

  • Prepare Advisers for meetings with appropriate forms, reports, data and research, new investment account paperwork and manage the transfer of assets

  • Portfolio administration with regard to client data, contributions and withdrawals

  • Executing trades under direction of Advisers

  • Prepare and manage to completion investment and insurance paperwork

  • Working with clients and trouble-shooting service issues

  • Establish client files and maintain client data in CRM program

What You Need for this Position

  • 3+ years of experience as a registered associate

  • Series 7

  • Experience using CRM technology, particularly Salesforce preferred

  • Industry Software experience(i.e. NetX360/Albridge/Morningstar/Laser App)

We are actively interviewing so APPLY TODAY!

Applicants must be authorized to work in the U.S.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

Client Service Associate w/ Series 7 MA-Westborough ML-1463625