Sr. Client Service Administrator (Licensed)

Top Job

Located in Fort Worth, TX

Salary: $70K + Bonuses

 

Financial firm in north Fort Worth is adding to their dynamic team!!

 

Sr. Client Service Administrator (Licensed)

 

Responsibilities:

• Processing transactions such as deposits, withdrawals, transfers, trades, and distributions
• Entering, updating, and maintaining client/business paperwork and report
• Preparing and maintaining documents like account opening forms, contracts, reports, and statements
• Scheduling and calendaring for meetings
• Answering inquiries and resolving issues from clients, advisors, and other parties

 

Qualifications:

• 3 to 5 years of experience in the financial services industry
• Valid license or certification from relevant regulatory bodies, such as FINRA, SEC, or state authorities
• Customer service skills, sales skills, administrative skills, problem-solving skills and teamwork skills
• Excellent communication and organizational skills

 

Direct Hire Opportunity

M-F, 8a-5p

$70K base salary plus bonus,

401K and benefits (Licensed)

 

Please send your resume to ambra.cole@expresspros.com

Apply Now