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Entry level Client Service Representative

Entry level Client Service Representative

PrideStaffPalm Beach Gardens, FL, US
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Entry Level Client Service Representative

North Palm Beach brokerage firm is seeking an Entry Level Client Service Representative to add to their dynamic team. This is an entry-level position and the successful candidate should possess strong organizational and time management skills, must have an analytical mindset and enjoy math / numbers.

What is offered :

  • Fantastic company culture; we like working together!
  • Competitive salary with excellent benefit package - Our benefits include 100% Paid Health for employee and dependents, Paid time off, 401k with employer match.

Duties and Responsibilities for the Entry Level Client Service Representative :

  • Assist with opening new accounts
  • Review and process client documents and trade instructions
  • Interface with Operations Dept. to ensure proper paperwork and clear instructions for accurate trade entry are available.
  • Facilitate in buying and selling of deposits and withdrawals.
  • Communicate & support our Financial Advisors across the country.

    • Requirements :

  • Bachelor's Degree is a plus but not required
  • Strong proficiency with Microsoft Office suite, especially Excel (will be tested)
  • Strong analytical and detail-oriented aptitude; a high degree of accuracy is required.
  • Excellent communication and organizational skills.
  • Ability to manage time effectively, set priorities and meet deadlines.
  • Ability to learn and adapt to change.
  • Desire / ability to work successfully in a small team environment.

    • PrideStaff Financial is a nationally recognized staffing agency dedicated to supporting both clients and candidates. As an award-winning staffing solutions provider in business for over 40 years, PrideStaff has developed a reputation for exceptional service and high-quality placements among small, medium and large businesses across the nation and within all industries.

    Compensation / Pay Rate (Up to) : $40,000.00 - $42,500.00

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    Client Service Representative • Palm Beach Gardens, FL, US