What are the responsibilities and job description for the Client Service Associate position at Symphony Financial Services, Inc.?
We are currently seeking a licensed Associate to join our support staff. Please note, only candidates who currently hold their FINRA Series 6 or FINRA Series 7 will be considered. Candidate must provide overall administrative and operational client service support to assist the business activities of our firm’s book of business. We specialize in individual high net worth families as well as retirement plans and executive benefits. Candidate must have knowledge and understanding of contact management system and client support experience. Candidate must also have the ability to work effectively, as well as independently, in a team environment with strong and effective communication and organizational skills.
- Maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards.
Benefits
- Salary is competitive and negotiable
- Medical Insurance after 90 days
- Dental Insurance after 90 days
- Safe Harbor 401(k) contributions after 1 year
- Paid Time Off after 90 days
Job Type: Full-time
Job Type: Full-time
Pay: $45,000.00 - $62,500.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Education:
- Bachelor's (Preferred)
Experience:
- Financial concepts: 3 years (Preferred)
Work Location: In person
Salary : $45,000 - $62,500