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Client Services Administrator - Series 7

at Randstad in Newark, Delaware, United States

Job Description

Client Services Administrator – Series 7

job details:

+ location:Newark, DE

+ salary:$35 – $38 per hour

+ date posted:Wednesday, July 28, 2021

+ experience:Experienced

+ job type:Temp to Perm

+ industry:Finance/monetary policy administration

+ reference:AB_3686534

job description

Client Services Administrator – Series 7

Our client, one of the largest US financial institutions and a Fortune 25 Company, is currently looking for a Client Services Administrator with an active Series 7 license to join their team. This is a great opportunity to work with one of the most respected banking organizations in a fast paced and client facing environment that also allows for a flexible work schedule.

Responsibilities

+ Maintain existing client relationships by responding to client requests, resolving client issues/questions, ensuring required client information and documentation is up to date and compliant

+ Maintain strong relationships with client base and identify services, products and solutions, such as digital, online access and cash management offerings, that support clients’ needs

+ Onboard new client accounts, which includes the collection of required documentation and client information

+ Prepare financial reports and other materials for client meetings

+ Acts as a liaison between home office departments and the branch offices to research and resolve escalated issues regarding clients’ accounts communicated via phone, correspondence, email and online inquiries; follows the issue all the way through resolution and final communications.

+ Determines best method to resolve issues to ensure client satisfaction and adherence to company policies.

Skills

+ Series 7

+ Series 63

+ Compliance Law

+ Compliance

+ FINRA

Education

+ Bachelors (required)

Qualifications

+ Years of experience: 3 years

+ Experience level:Experienced

Shift: First

Working hours: 8 AM – 5 PM

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you’re looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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Job Posting: JC187193429

Posted On: Jul 04, 2021

Updated On: Aug 03, 2021