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Client Services Specialist

Company: National Securities Corporation
Location: Boca Raton
Posted on: September 16, 2021

Job Description:

A brokerage and investment advisory client in the Boca Raton, FL area is looking for a Client Services Representative to join their team. As a critical member of the Client Services Team, you will provide superior service to our clients by taking inbound calls, reviewing and responding to emails and tickets that deal with a range of issues in a fast-paced, time-sensitive work environment. Primary Responsibilities include:

Provide day-to-day operational support and problem resolution to Registered Representatives, Investment Advisors, Sales Assistants and branch operations personnel

Review and respond to brokerage/advisory support tickets

Interact with multiple clearing firms and custodians to resolve escalation issues: NFS, Axos Clearing, Raymond James, First Clearing, Fidelity IWS, Charles Schwab and TD Ameritrade

Interact with various back office departments: Operations, Commissions, Supervision, Trading, and others to answer inquiries and/or resolve problems

Processes logo requests for DBAs, Service Fee updates and special commission schedule setups with the clearing firms

Series 7 and 24 license

Familiarity with National Financial Services, LLC (NFS), FBSI & Wealthscape systems, or Raymond James are a plus
College Degree or equivalent work experience

A minimum of 5 years client services experience in the securities industry

Series 99 license required

Excellent customer service skills as well as excellent oral, written, and interpersonal communication skills; ability to convey complex information in a concise manner to clients and interact effectively with registered representatives, sales support and operations staff

Strong analytical skills; comfortable with solving complex problems

Highly enthusiastic and initiative to tackle new problems, improve processes and learn new functions

Desire to work in a strong team-based environment as well as very flexible and adaptable

Keywords: National Securities Corporation, Boca Raton , Client Services Specialist, Other , Boca Raton, Florida

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