Client Services Administrator - Financial Services Job at METRO Financial Strategies
Client Services Administrator: Job Description
We are seeking a personable and detail-oriented Client Services Administrator to provide a wide variety of clerical and staff support services to management under limited supervision. As a Client Services Administrator with METRO Financial Strategies, you will follow established procedures to
perform standard tasks and resolve most questions and problems. You will also maintain routine contact with clients to obtain, clarify or provide facts and information as you project a professional image.
Job Duties:
To perform all duties of a Client Services Administrator in the Financial Services industry including (but not limited to) administration, customer service, organizing, marketing, record keeping, trading (with
advisor instruction), bookkeeping, and compliance. The expectation is for you to perform A+ service to existing clients, follow METRO Financial Strategies mission statement, and to be productive with quality output.
Job Requirements:
3+ years experience in customer service and administration.
Able to maintain the highest level of integrity and ethics
Comply with FINRA/SEC, Raymond James, and METRO Financial Strategies Rules & Regulations.
Outstanding client service skills
Excellent analytical and problem solving ability
High level of computer skills and competence in Microsoft applications; Outlook, CRM, Excel, Word, and PowerPoint.
Able to multi-task and respond effectively to changing priorities and frequent interruptions in a busy office environment while paying attention to detail and self checking
Ability to work under pressure and effectively meet targets and deadlines
Good communication and listening skills
Must have a positive attitude and be highly organized, conscientious, and entrusted with confidential information.
Training will be performed at our Chelmsford MA branch for at least the first 90 days.
Work Remotely
- No
Job Type: Full-time
Pay: From $42,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Education:
- High school or equivalent (Preferred)
Experience:
- Data Entry: 3 years (Preferred)
- Customer Service: 3 years (Preferred)
- Financial Services: 3 years (Preferred)
- Administrative: 10 years (Preferred)
- QuickBooks: 1 year (Preferred)
Work Location: In person
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