Financial Consultant Assistant

DFCU Financial • Dearborn, MI

32d

About The Position

We are seeking a full time Financial Consultant Assistant (Client Relationship Manager) to provide comprehensive sales, service and administrative support to a successful Financial Consultant in the Dearborn, MI area.

Requirements

• High school diploma or equivalent.
• Two years customer service experience, financial preferred.
• Current FINRA series 6 or 7 and 63 licenses preferred or ability to attain in 12 months.
• Consistent positive, cooperative, self-motivated, courteous, and professional attitude.
• Demonstrated ability to work in a team-oriented environment.
• Excellent interpersonal skills, including written and oral communication.
• Demonstrated ability to process documents with a high degree of accuracy and attention to detail.
• Computer literate.
• Assignment includes branch locations as required.

Responsibilities

• Process documents that relate to account opening and account servicing.
• Provide general administrative support using all required back-office systems and procedures.
• Assist clients and prospects by phone and in branch regarding general account servicing and inquiries.
• Act as liaison with branch staff in promoting Investment Services' mission, and support attainment of branch investment revenue goals.
• Promote and support Investment Services and Financial Consultant sales and marketing efforts through support functions, including direct calls and assisting branch staff in referral efforts.
• Provide ongoing general coverage of Financial Consultant office in the absence of the Financial Consultant.
• Provide occasional after hours support of various Investment Services events such as seminars or evening call sessions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 251-500 employees