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New York Securities Client Administrator
Job Summary
A company is looking for a Securities Client Service Administrator.
Key Responsibilities
- Prepare correspondence, reports, and coordinate special projects
- Drive client-facing activity by scheduling meetings and assisting Lead Advisors
- Update client information in Salesforce and process applications and forms
Required Qualifications
- Securities or insurance industry experience preferred
- Must be securities registered (series 7/63/65 or 7/66)
- Must be licensed in all states where activities requiring licensing are performed
- Strong technical computer aptitude and knowledge of business tools
- Basic understanding of financial products and services
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COMPLETE JOB DESCRIPTION
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