Client Service Rep in Dallas

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Company

Opes 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.
$15/hr

Listing ID

529284145
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