Cypress HCM ยท 4 days ago
Client Service Associate
Cleveland, OH
Contract
Onsite
Mid Level
$55K/yr - $75K/yr
3+ years expCypress HCM is a large securities firm and investment banking client looking to hire a Registered Client Associate in Cleveland, Ohio. The role involves providing sales and administrative support to Financial Advisors and senior management, maintaining client account information, and coordinating client meetings.
Human ResourcesInformation TechnologyStaffing Agency
Responsibilities
Provide sales and administrative support to customers and Financial Advisors
Maintain client account information and assist Financial Advisors with special projects as needed
Coordinate and prepare for client review meetings and set up new accounts
Organize and maintain calendar and meeting schedule
Process invoices, check requests, and expense reports
Research and arrange detailed travel plans: prepare travel itineraries and compile all documents and information needed for travel and appointments
Interact with customers both in person and on the phone
Prepare correspondence, presentations, and reports
Follow up on deadline-driven tasks and issues
Answer phones and take detailed, accurate messages
Maintain files and documents
Perform other duties and tasks as assigned and required
Qualification
Required
Licensed as required
Bachelor's Degree from an accredited university
FINRA Series 7 AND 66 OR Series 7 and 63 & 65 are required
Strong commitment to customer service
Basic/working knowledge of general office procedures and equipment (multi-line phones, FAX, computer and keyboard skills)
Preferred
3+ years broker/dealer sales support experience preferred
Benefits
Benefits
Company
Cypress HCM
Cypress HCM is a staffing and recruiting company providing technology and creative recruiting solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Lillig
CEO
Philip Oommen
CFO
Company data provided by crunchbase