Brokerage Client Services Associate – Advisor Ops

Crump Life Insurance Svcs Inc; Tennessee; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Vacation and sick days

Pension plan

Job summary

Crump Life Insurance Svcs Inc is seeking an in-office support professional to assist Financial Advisors with client servicing, financial plans, and administrative tasks.

The role includes processing trades, handling corporate actions, coordinating meetings, and maintaining client records with SalesForce. Licensed candidates or those who can obtain FINRA licenses during employment are preferred.

Qualifications

• Bachelor's degree or equivalent experience required.
• Experience in the securities industry or a sales assistant role preferred.
• FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain during employment).

Responsibilities

• Assist Financial Advisors in servicing clients and preparing financial plans.
• Receive and place orders; reply to market information queries and trading details.
• Process corporate actions requiring licenses and manage client documentation and authentication.

Skills

Telephone skills

Time management

Communication

Self-directed

Microsoft Office

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Job description

Crump Life Insurance Svcs Inc is seeking an in-office support professional to assist Financial Advisors with client servicing, financial plans, and administrative tasks.

The role includes processing trades, handling corporate actions, coordinating meetings, and maintaining client records with SalesForce. Licensed candidates or those who can obtain FINRA licenses during employment are preferred.