Client Service Rep in Dallas
CompanyOpes One Advisors
Description- Provides overall administrative and operational client service support to assist the business activities of the Financial Advisors registered with Park Avenue Securities broker dealer.
- Provides assistance to the Financial Advisor by furnishing account information, establishing new accounts, and processing deliveries and/or payments.
- Performs various administrative functions for the Financial Advisor(s) and/or Branch Manager including, but not limited to, typing of letters, forms and reports from rough draft, as well as preparing and/or originating correspondence for the Financial Advisor.
- Handles telephone calls and other inquiries, for research reports as well as resolving account problems.
- Establishes and maintains files to meet regulatory requirements, creates and produces reports and databases while establishing and maintaining files and record keeping necessary to support sales efforts.
- Other duties as assigned.
Related Purdue Jobs Listings
CONTINUE JOBS SEARCH
GET NEW LISTINGS DELIVERED DAILY
PURDUE Internships NEWS ARTICLES
- How to Speak Your Mind in Your Internship: Finding Your Voice
- 4 Reasons Internships Prepare You for the Real World
- This Cover Letter Will Land You That Internship
- 10 Tips Before You Start Your First Internship
- How to Be Successful at the Career Fair
- Constructing the Perfect Thank-You Note
- How to Find a Mentor in Your Internship
BROWSE OTHER COLLEGES
- By CollegeBall State UniversityIndiana University-Purdue UniversityIndianaUniversity of Notre DamePurdue UniversityIndiana University-Purdue University-Fort WayneIndiana State UniversityIndiana Wesleyan UniversityIndiana University SoutheastButler UniversityIndiana TechUniversity of Southern IndianaAnderson UniversityBethel CollegeCalumet College of Saint JosephDePauw UniversityEarlham CollegeFranklin CollegeGrace College and Theological SeminaryHuntington UniversityIndiana University EastIndiana University KokomoIndiana University NorthwestIndiana University South BendITT Technical InstituteManchester CollegeMarian CollegeOakland City UniversityPurdue University CalumetPurdue University North CentralRose-Hulman Institute of TechnologySaint Joseph's CollegeSaint Mary-of-the-Woods CollegeSaint Mary's CollegeTaylor UniversityTrine UniversityTrinity College of the Bible and Theological SeminaryUniversity of EvansvilleUniversity of IndianapolisUniversity of Saint FrancisValparaiso UniversityVincennes UniversityIvy Tech Community CollegeIvy Tech Community College- LafayetteIvy Tech Community College -NortheastIvy Tech Community College-Central IndianaAlexandria School of Scientific TherapeuticsAmerican College of EducationAnabaptist Mennonite Biblical SeminaryAncilla CollegeApex Academy of Hair Design IncAvant Gard The SchoolAviation Institute of Maintenance-IndianapolisBethany Theological SeminaryBethel College-IndianaBrown Mackie College-MerrillvilleBrown Mackie College-Michigan CityBrown Mackie College-South BendChamberlain College of Nursing-IndianaChristian Theological SeminaryCollege of Court Reporting IncConcordia Theological SeminaryCrossroads Bible CollegeDon Roberts Beauty SchoolDon Roberts School of Hair DesignEmpire Beauty School-IndianapolisExcel Academies of Cosmetology-MerrillvilleFortis College-IndianapolisHair Arts AcademyHair Fashions By Kaye Beauty College-NoblesvilleHanover CollegeHarrison College-AndersonHarrison College-ColumbusHarrison College-ElkhartHarrison College-EvansvilleHarrison College-Fort WayneHarrison College-IndianapolisHarrison College-Indianapolis EastHarrison College-NorthwestHarrison College-Terre HauteHoly Cross CollegeIdeal Beauty AcademyInternational Business College-Fort WayneInternational Business College-IndianapolisITT Technical Institute-Fort WayneITT Technical Institute-Indianapolis EastITT Technical Institute-NewburghIvy Tech Community College-BloomingtonIvy Tech Community College-ColumbusIvy Tech Community College-East CentralIvy Tech Community College-KokomoIvy Tech Community College-NorthcentralIvy Tech Community College-NorthwestIvy Tech Community College-RichmondIvy Tech Community College-South CentralIvy Tech Community College-SoutheastIvy Tech Community College-SouthwestIvy Tech Community College-Wabash ValleyJ Michael Harrold Beauty AcademyKaplan College-HammondKaplan College-IndianapolisKnox Beauty CollegeMartin UniversityMasters of Cosmetology CollegeMedTech College-Greenwood CampusMid-America College of Funeral ServiceMidwest Technical InstituteMyComputerCareer.com-IndianapolisNational American University-IndianapolisPaul Mitchell the School-IndianapolisRavenscroft Beauty CollegeRegency Beauty Institute-AvonRegency Beauty Institute-CastletonRegency Beauty Institute-EvansvilleRoss Medical Education Center-EvansvilleRoss Medical Education Center-GrangerRoss Medical Education Center-KokomoSaint Elizabeth School of NursingThe Salon Professional Academy-AndersonThe Salon Professional Academy-KokomoTricoci University of Beauty Culture-HighlandTricoci University of Beauty Culture-IndianapolisTricoci University of Beauty Culture-LafayetteUniversity of Phoenix-IndianaWabash College
- By State
- By City