27 Client service representative Jobs in Tigard, OR
Cetera is Hiring a Client service representative Near Tigard, OR
This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience.
This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies.
The successful candidate is a sales assistant holding some licensing that may include Life, Accident & Health Insurance License, Series 6 or 7 & 66 (or 63 / 65 combo).
They may also be a licensed sales assistant who is fully licensed but has less than 3 years of experience in the investment industry.
This role is the second step of the career pathing program toward future opportunities that require full-licensing and more than 3 years of experience in the investment industry.
What You Will Do :
- Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.
- Answer phones, schedule appointments, and prepare materials for client meetings.
- Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
- Prepare and complete client paperwork and follow up tasks to support registered representative.
- Aid registered representatives in entering trades instructed by a client or a registered representative on behalf of a client, but at no time suggest sales or purchase strategies nor recommendations to a client or prospect and never act as the registered representative on any client account.
- Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs.
- Set client financial review meetings based on client service level agreement & prepare follow up meetings based on needs.
- Organize Client events and follow up tasks.
- Maintain an organized filing system following compliance guidelines.
- Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly / Annual Reviews).
- Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met.
- Educate clients on account services, capabilities, and new technology.
- Complete required corporate training on new technologies and follow implementation guidelines.
- Maintain compliance guidelines, client communication notes in AdviceWorks / SmartWorks and Redtail while following Cetera standards in a timely manner.
What you will have :
- High School Diploma or GED
- Some licensing, which may include Life, Accident & Health Insurance License, FINRA Series 6 or 7, & 66 (or 63 / 65 combo)
- Experience in an administrative or customer service role
- Strong time management skills
- Excellent written and verbal communication skills
- Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs
What is nice to have :
- Previous experience in assisting Registered Representatives / Financial Advisors
- Financial services and / or banking background
- Bachelor's degree
- Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
- Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
- Self-starter, productive, works well with a team and independently
- Professional and positive attitude, friendly demeanor both in-person and by telephone
- Trustworthy; uses discretion with confidential information
- Listens well to instruction and consistently retains details
LI-Onsite
Last updated : 2024-07-02
Job Summary
Full Time
$39k-49k (estimate)
07/04/2024
10/02/2024
certera.us
Rockville, PA
<25
Related Companies
The job skills required for Client service representative include Customer Service, Microsoft Office, Attention to Detail, Verbal Communication, Time Management, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service representative positions, which can be used as a reference in future career path planning. As a Client service representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service representative. You can explore the career advancement for a Client service representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Representative job description and responsibilities
Client services representatives manage client relationships and provide customer support.
02/07/2022: Monterey, CA
Promoting and maintain positive customer relations utilizing service excellence techniques.
02/20/2022: Richmond, VA
Client service representatives are responsible for taking care of users who have a hard time with some business element.
02/21/2022: Akron, OH
Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
12/22/2021: Altus, OK
Have an understanding and reception to clients' needs and give proactive customer support.
01/29/2022: Huntington, WV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Representative jobs
Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.
01/10/2022: Long Beach, CA
A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.
12/28/2021: Anderson, IN
Should have a proven customer support experience or experience as a client service representative.
01/05/2022: Ann Arbor, MI
Learn to resolve problems and prevent client dissatisfaction.
01/07/2022: Bradenton, FL
One year related experience required with customer service preferred.
12/31/2021: La Crosse, WI
Step 3: View the best colleges and universities for Client Service Representative.
Similar Jobs
Popular Articles
