Tuesday, 26 November 2013

Job: Client Service Associatehon


 
Job Description - Client Service Associate (3008862)

Job Description 


 

Job Number:

: 3008862

Posting Date

: Nov 26, 2013

Primary Location

: Americas-United States of America-Hawaii-Honolulu

Job

: Wealth Management

Employment Type

: Full Time

Job Level

: Non-Exempt
 

Description

POSITION SUMMARY:

Perform daily operations, client service, and Financial Advisor support.  Provide account information to clients and Financial Advisors.  Learn the business and products in order to assist Financial Advisors.  Clerical duties such as: handling telephones, mailing, filing and processing forms.

Knowledge, Skills, and Abilities
  • Excellent written and verbal communication skills.
  • Strong computer skills, including internet.
  • Knowledge of Microsoft Word, Excel and PowerPoint.
  • Superior interpersonal, organizational and client service skills
 

Qualifications

Experience
  • Industry experience is a plus.
Education
  • High School Diploma/Equivalency.
Other Qualifications
  • Be authorized to work in the U.S. without restriction as to duration.
  • Pass a background check.
  • Pass any applicable pre-employment tests.

 

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