The Client Service Administrator (CSA) is responsible for client onboarding, maintaining advisor and client files, generating client reports, contacting clients to provide or obtain updated information, scheduling meetings with professional staff and troubleshooting. More info here.
Please submit resumes to email@example.com – no phone calls or walk-ins will be accepted at this time.
Series 7 and Series 66 securities licenses
Opening new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions
Trains other CSAs or Administrative Assistants, if experienced
Attends client meetings and takes extensive notes, where appropriate
Handles requests for transfers of funds in and out of accounts
Enters or updates cost basis information
Fills out necessary forms for opening or maintaining accounts
Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests
Maintains information in the CRM system
Full-time position. Eligible for Healthcare and wellness benefits, PTO, 401k and Profit-Sharing plan.
This position is located in Frederick, Maryland and is not remote.