- Savannah, Georgia, United States
- On-site
- Full-time · Associate
- 2+ years
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, and provides overall customer service support to clients.
Responsibilities
- Assist FA with opening and maintenance of client accounts and records
- Perform administrative support duties including word processing, preparing mailings, filing, and answering the phone
- Obtain approvals for FA communications and advertisements
- Provide customer service support to clients
- Enter trades as directed by the FA
Requirements
- High School Diploma or equivalent