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 Registered Client Service Associate

Details
Country: USA
Location: Englewood CO
Total applied: 40
Location:US-CO-Englewood

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Accounting - Finance

Manages Others:no
Registered Client Service Associate

Smith Barney, a division of Citigroup Global Markets, Inc., is the global private wealth management unit of Citigroup. With more than 13,000 Financial Advisors in some 600 offices, Smith Barney offers a full suite of investment services.
Smith Barney offers a comprehensive benefits package for employees and their families including medical, dental, and vision plans; 401k Plan including company matching; stock purchase plan; pension plan; firm funded and supplemental life insurance, firm funded disability programs, employee discounts, and further opportunities.

The Registered Client Service Associate provides full administrative and operational support to one or more Financial Advisors. Responsibilities include direct client contact, taking clients. orders and providing account and market information; maintaining files and preparing correspondence and documents for Financial Advisors and clients. The Registered Client Service Associate will take an active role in solving operational problems, and a strong background in branch operations systems is needed for success.
REQUIREMENTS
Qualified candidates will be detail oriented with strong organizational and client service skills. Series 7 and 63 registration is required, with 1 . 3 years of experience within the financial services industry.

Additional licensing may be required by the Financial Advisor. Good computer skills and proven ability to handle multiple tasks efficiently are also necessary.

Branch Specific information:
Number of FA.s supported: ___
Branch Sales for the prior year were: ___
Smith Barney is an Equal Opportunity Employer M/F/D/V

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