One of the fastest growing national RIA firms in the country is seeking a Client Service Representative for their office in the Fort Lauderdale area.

Job Responsibilities:

• Maintain existing client relationships by resolving client inquiries and keeping key information up to date.
• Work as a representative for day-to-day back-office operations needs.
• Coordinate with the Trading Department to ensure all incoming paperwork is processed properly.
• Track, verify, create, and save reports for all incoming documents.
• Coordinate the process of onboarding new representatives on how to properly fill out account paperwork and various other documents.
• Perform administrative duties that support financial advisors in daily business practices, including but not limited to phone coverage, coordination of back-office related functions, and CRM and other tech maintenance.

Required Skills and Qualifications

• Experience with the financial/investment industry preferred
• Strong organizational skills and exceptional attention to detail
• Proficient in technology, especially Microsoft Office applications: Word, Excel, Outlook

Benefits

• Health/Dental/Vision
• Life insurance
• Short-term/long-term disability
• Paid time off
• 401K