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
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