Financial Services Specialist

CSI Group • Wall Township, NJ

2d • $60,000

About The Position

The Financial Services Specialist supports the Financial Services Team in the implementation of investments, operations, and client service for the Investment Services program. A fully licensed assistant shares many of the same responsibilities as the Financial Advisor to ensure clients receive the same level of service in the Financial Advisor’s absence.

Requirements

• Active and clean General Securities license (Series 7) and Life/Health Insurance licensing.
• A four-year degree in Finance or a related field is preferred.
• Highly organized with a self-starting attitude.
• Proficiency in office tools, including Microsoft Word and Excel.
• Demonstrate the ability to identify, research, and solve problems quickly.
• Excellent interpersonal skills with the ability to interact professionally with colleagues, clients, and dealers.
• Strong listening skills, quick learning ability, and efficient work organization.
• Ability to work with minimal supervision and adapt to shifting priorities as needed.
• Strong problem-solving and critical thinking skills.
• High level of professionalism and customer service orientation.
• Ability to manage multiple tasks and adapt to changing priorities.

Nice To Haves

• Ideal candidate would have experience using Charles Schwab, LPL – ClientWorks.

Responsibilities

• Develop a general understanding of the firm’s investment products and assist clients with their needs when the Financial Advisor is unavailable.
• With the same licensing as the Financial Advisor, contribute to increasing service levels and production.
• Assist in the efficient operation of the Investment Services program by managing the Financial Advisor’s appointment schedule.
• Provide administrative support to the Financial Advisor, including managing client interactions and processing orders (if licensed).
• Coordinate and maintain the Financial Advisor’s daily workflow and appointments.
• Address client inquiries and assist in resolving concerns.
• Keep up-to-date with the financial institution’s investment product offerings and changes.
• Perform other administrative and operational duties as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level