The Right Staff

Client Services Professional

Saint Louis Park
Jul 19, 2017
Aug 18, 2017
The Right Staff
Job Type
Employment Status
Full Time
Do you have a passion for helping others plan for their financial future? Have you previously done administrative work within financial services industry? THE RIGHT STAFF is currently seeking a Client Services Professional to join our client s team in the west metro. This is a direct hire opportunity. Apply today!

Direct Hire Opportunity of the Client Services Professional
Located in west metro
Pay is up to $55, 000 DOQ
Hours are 8: 00 A.M. To 5: 00 P.M.
Generous benefits plan including medical, dental, 401(k) profit sharing plan, and more

Responsibilities of the Client Services Professional:
• Complete and process fixed annuity, variable annuity and security applications
• Work with clients to complete forms and applications to establish brokerage and assets management accounts
• Maintain follow up system for pending business and service issues
• Work with clients, third party administrators, custodians, trustees, mutual fund companies, the broker/dealer, and financial planners to resolve various issues on their accounts
• Assist clients with plan processing questions
• Prepare applications, transfer forms and other paperwork to clients
• Resolve all client service issues through a variety of avenues
• Communicate with clients to gather information and clarifications
• Work through meeting preparation with Financial Planners
• Input data into Client Relationship Management database
• Complete other project-based tasks per business needs

Requirements of the Client Services Professional:
• Associate's degree required; Bachelor's degree preferred
• 2 - 5 years of administrative experience in the financial sector
• Securities license preferred
• Excellent proficiency with Microsoft Office Suite
• Detail-oriented with an ability to work well within a team
• Understanding of financial planning language and concepts
• Ability to maintain confidentiality when dealing with client information
• Experience with TD Ameritrade Institutional and Junxure CRM

THE RIGHT STAFF offices are NOW welcoming walk in job seekers! Please be prepared with the following documents: Your resume, one professional reference and documentation for your I-9. Let us help YOU find your right job right NOW!

THE RIGHT STAFF wants to help you succeed! Our team of seasoned professionals works to match you to the best job, best fit, and best location. Temporary assignments to full-time permanent positions, we are here to assist you! Let us help YOU create YOUR success!

We thank all interested candidates. However, only those selected for interviews will be contacted.
Applicants selected for this position with our client will be required to complete a background check/drug test. Successful completion of this assessment is required for further consideration.

THE RIGHT STAFF is an Equal Employment Opportunity employer.

Min: 2
Max: 5
Edu: 2 Year degree
Type: Full - Time

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