Adecco is currently recruiting for a FINANCIAL SERVICES ASSOCIATE for a fantastic local financial services client This is a great career opportunity with lots of room for growth General FSA Responsibilities The Financial Sales Associate provides ongoing day-to-day support of a Financial Advisor’s book of business.
While tasks may vary day to day, responsibilities will include but may not be limited to: Servicing and maintenance of client accounts Prepare client communications Answering client phone calls Working with clients to ensure proper account opening procedures and documentation Proactively resolving clients’ issues and concerns Providing account information to clients and maintaining key client relationships Taking and placing customer orders in brokerage and advisory accounts Maintaining client database Assist in client annual review preparation Regular client contact and communication Comply with all industry rules and regulation and firm policies Required: 4 year degree in Finance, Business, Economics or related discipline 1-2 years in financial services
– investments or insurance One or more industry license or ability and willingness to acquire licenses with full company support provided If you meet the above qualifications and would like to apply for this position, please click APPLY NOW and upload your most current resume, or you may email your resume to our Sr.
Executive Search Consultant, Elaine McKenna, at elaine.mckennaadeccona.com and put Financial Services Associate on the subject line of any e-mail correspondence.
Thank you in advance for applying, however, only qualified candidates will be contacted.
The Adecco Group is a Fortune Global 500 company and the global leader in Human Resource Solutions.
Our group connects over 700,000 associates with our business clients each day through our 6,600 offices in over 70 countries and territories around the world.
We offer employment opportunities at any stage in your Professional Career.
For great opportunities near you, go to www.adeccousa.com today Equal Opportunity Employer/Veterans/Disabled.
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit http://www.adeccousa.com/candidate-privacy/ .
The Company will consider qualified applicants with arrest and conviction records.
Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adeccousa.com/candidate-privacy The Company will consider qualified applicants with arrest and conviction records