Investment Services Assistant: Trade & Client Support

CEFCU Financial Services, Inc.

United States

On-site

USD 63,151,939 - 74,156,208

Full time

14 days+

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Benefits offered by this job

Health benefits

401(k) plan

Tuition reimbursement

On-site fitness

Casual days

Job summary

CEFCU Financial Services, Inc. is seeking a Member Service/Investment Services Support professional to assist financial advisors with client service, trade placement, and complex issue resolution. You will help drive marketing initiatives and support the Investment Services program while maintaining required licenses.

The role requires a high school diploma, FINRA SIE and Series licenses, and CRM and MS Office proficiency. A valid driver’s license and background checks are required.

Qualifications

High school diploma or equivalent is required.
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Responsibilities

Assist financial advisors in customer service, trade placement, and complex problem resolution.
Support marketing initiatives to increase member satisfaction and productivity of the Investment Services program.
Perform discount brokerage functions and maintain required licenses and continuing education/training.

Skills

Customer service

Interpersonal communication

Attention to detail

Microsoft Office

Spanish (nice to have)

Education

FINRA SIE license

Series 7

Series 66 or 63/65

Illinois Life/Health Insurance license

High school diploma

CRM experience (e.g., Salesforce)

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

The role requires a high school diploma, FINRA SIE and Series licenses, and CRM and MS Office proficiency. A valid driver’s license and background checks are required.

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