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Senior Client Service Administrator Advisor

  • Location: Long
  • Salary: 23.27-23.27
  • Contract hours: ZeroHour

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About the job

Responsibilities include but are not limited to:Supporting Client Personal Wealth Management Financial Advisors (FAs) (sales force in branches providing investment advice to clients) as well as internal client call centers.Responding to inquiries about investment products (equities, mutual funds, bonds, options, structured notes, UITs, syndicates, etc.)Updating customer account information as requested by the Financial AdvisorProcessing financial and non-financial transactionsServing as the liaison between FAs, Branch Ops and our clearing firmMonitoring and ensuring the timely completion of FA / client inquiries

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