North Palm Beach brokerage firm is seeking a Entry level Client Service Representativeto add to their dynamicteam. This is an entry-level position and the successful candidate should possess strong organizational and time management skills, must have an analytical mindset and enjoy math/numbers.
What is offered:
Duties and Responsibilities for the Entry level Client Service Representative:
· Assist with opening new accounts
· Review and process client documents and trade instructions
· Interface with Operations Dept. to ensure proper paperwork and clear instructions for accurate trade entry are available.
· Facilitate in buying and selling of deposits and withdrawals.
· Communicate & and support our Financial Advisors across the country.
Requirements:
· Bachelor’s Degree is a plus but not required
· Strong proficiency with Microsoft Office suite, especially Excel (will be tested)
· Strong analytical and detail-oriented aptitude; a high degree of accuracy is required.
· Excellent communication and organizational skills.
· Ability to manage time effectively, set priorities and meet deadlines.
· Ability to learn and adapt to change.
· Desire/ability to work successfully in a small team environment.
PrideStaff Financial is a nationally recognized staffing agency dedicated to supporting both clients and candidates. As an award-winning staffing solutions provider in business for over 40 years, PrideStaff has developed a reputation for exceptional service and high-quality placements among small, medium and large businesses across the nation and within all industries.
Compensation / Pay Rate (Up to): $40,000.00 - $42,500.00