Brokerage Client Services Specialist

Cooper Lighting Solutions; Atlanta (GA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid vacations and holidays

Job summary

Cooper Lighting Solutions is seeking a qualified candidate for a role assisting Financial Advisors in Atlanta, Georgia. This position involves preparing financial plans, conducting investment research, and handling client transactions effectively.

The ideal candidate should possess a Bachelor's degree, experience in the securities industry, and exceptional telephone skills. Additional benefits include comprehensive medical, dental, and retirement plans.

Qualifications

• Bachelor's degree or equivalent experience with related training.
• Experience in the securities industry or sales assistant role.
• Exceptional telephone skills for client interactions.

Responsibilities

• Assist Financial Advisors in servicing clients and preparing financial plans.
• Process corporate actions and manage the financial advisor's calendar.
• Coordinate client appointments and enter data in SalesForce.

Skills

Telephone skills

Knowledge of securities markets

Time management

Effective communication

Self-directed work

Education

Bachelor's degree or equivalent experience

Experience in the securities industry

Licenses (FINRA SIE, Series 7, Series 66)

Tools

Microsoft Office

Job description

Cooper Lighting Solutions is seeking a qualified candidate for a role assisting Financial Advisors in Atlanta, Georgia. This position involves preparing financial plans, conducting investment research, and handling client transactions effectively.

The ideal candidate should possess a Bachelor's degree, experience in the securities industry, and exceptional telephone skills. Additional benefits include comprehensive medical, dental, and retirement plans.