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14 days old

Client Service Associate

Kelly Services
Portland, OR 97240
**Position Title:** Client Service Associate


**Location:** Downtown Portland, OR


**Starting at $23/hr**


**Schedule:** Monday-Friday 7am-4pm


**POSITION SUMMARY**


Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).


**ESSENTIAL DUTIES AND RESPONSIBILITIES**


Performs clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.


Works with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.


Provides quotes and other account-related information to assist clients.


Organizes and assists in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.


Performs operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).


Provides reports and other information to FA(s), as requested.


Performs calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.


Accepts and enters unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the clients state of residence.


Identifies situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager, including suspicious client and/or employee activity or behavior.


Performs various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.


**QUALIFICATIONS**


General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.


High School Diploma or equivalent required.


2 years investment industry experience required.


Series 7 and 63 or 66 licenses preferred.


**Why Kelly** **** **?**


Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.


**About Kelly** ****


At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.


Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2021-10-06 Expires: 2021-11-06

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Client Service Associate

Kelly Services
Portland, OR 97240

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