Appleton, WI
Ongoing through Friday, June 29, 2012
Company: Kelly Services
Contact: Gayla Kicherer
Phone: 920-733-0104
Email: 6470@kellyservices.com
Job Description: Job Description:* Kelly Services is currently recruiting for an experienced Registered Financial Associate professional to join the sales team for one of the oldest and most established Chicago-based wealth management firms seeks an experienced Registered Financial Associate. This associate will provide sales and administrative support for the company’s Financial Advisors located in Appleton, Wisconsin. This is a temporary position, 4-6 weeks training part-time then moving into a full-time role for 12 weeks., · Provide a full range of services including answering client inquiries for account and portfolio information and handling client requests, acting as the point person for client-related issues., · Responsibilities include opening and maintenance of client accounts, handling account paperwork, client correspondence, trade execution, asset movement, report generation, cost basis evaluations, and other account related activities., · Possess relationship management skills and cultivate a service environment targeted towards enhancing the client experience. Thorough understanding of a client service environment is required., · Analyze/problem solving, both independently and with the advisors., · Monitor/escalate service issues to ensure a high quality response to clients., · Responsible for marketing initiatives., · Possess knowledge on a wide array of financial products and services.
Job Industry: Financial Services
Employee Type: Temporary
Manages Others: No
Travel Required: None
Base Pay: $12.00/hour
Other Pay: $12.00 - $15.00 based on experience
Education Required: · Bachelor’s degree preferred, · FINRA Series 7 and Series 66 preferred
Experience Required: · 3+ years relevant experience, · Working knowledge of Microsoft Word, Excel, Outlook; knowledge of First Clearing system, Morningstar, and Bloomberg desirable, · Financial Industry and/or Customer Service experience strongly preferred
Ongoing through Friday, June 29, 2012
Company: Kelly Services
Contact: Gayla Kicherer
Phone: 920-733-0104
Email: 6470@kellyservices.com
Job Description: Job Description:* Kelly Services is currently recruiting for an experienced Registered Financial Associate professional to join the sales team for one of the oldest and most established Chicago-based wealth management firms seeks an experienced Registered Financial Associate. This associate will provide sales and administrative support for the company’s Financial Advisors located in Appleton, Wisconsin. This is a temporary position, 4-6 weeks training part-time then moving into a full-time role for 12 weeks., · Provide a full range of services including answering client inquiries for account and portfolio information and handling client requests, acting as the point person for client-related issues., · Responsibilities include opening and maintenance of client accounts, handling account paperwork, client correspondence, trade execution, asset movement, report generation, cost basis evaluations, and other account related activities., · Possess relationship management skills and cultivate a service environment targeted towards enhancing the client experience. Thorough understanding of a client service environment is required., · Analyze/problem solving, both independently and with the advisors., · Monitor/escalate service issues to ensure a high quality response to clients., · Responsible for marketing initiatives., · Possess knowledge on a wide array of financial products and services.
Job Industry: Financial Services
Employee Type: Temporary
Manages Others: No
Travel Required: None
Base Pay: $12.00/hour
Other Pay: $12.00 - $15.00 based on experience
Education Required: · Bachelor’s degree preferred, · FINRA Series 7 and Series 66 preferred
Experience Required: · 3+ years relevant experience, · Working knowledge of Microsoft Word, Excel, Outlook; knowledge of First Clearing system, Morningstar, and Bloomberg desirable, · Financial Industry and/or Customer Service experience strongly preferred