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Posted: Friday, March 10, 2017 2:38 AM

Job Description:/h3:
Financial Client Service Associate needed for busy Investment Advisory Firm. Must have a FINRA Series 65 and FL 2:15 license with a minimum of 5 years experience in the Investment Service Industry.
1. Perform general administration and support functions for the office as required
2. Prepare performance reports and appraisals
3. Place trades and adjust allocations
4. Organize, coordinate, maintain client paperwork
5. Correspond with clients to complete new accounts, asset transfers, and other forms
6. Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face.
7. Research and resolve client service problems for errors a needed
8. Record all transactions on appropriate logs
9. Set up client files and obtain necessary information
10. Perform other duties and projects as assigned
11. Review client accounts as necessary
12. Company projects in marketing, new business and service of current clients as necessary


Company Description:/h3:
Sandy Morris Financial and Estate Planning Services, LLC is a premier retirement and investment firm in Florida. Sandy Morris, President and Founder, and her team of advisors have over 20 years of combined experience helping retirees and pre:retirees in the Tampa Bay area. They have helped over one thousand Florida familiesA Get Retirement Right the First Time . The advisors at Sandy Morris Financial help ensure their clients receive all the assistance they need not only in developing their retirement income strategy, but in maintaining it throughout their retirement

Source: https://www.tiptopjob.com/jobs/64268703_job.asp?source=backpage


• Location: Tampa

• Post ID: 30558773 tampa
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