CSI Group · 1 day ago
Financial Services Specialist
Wall Township, NJ
Full-time
Onsite
Mid LevelCSI Group is a leading financial services firm transforming how America’s middle class experiences financial security. The Financial Services Specialist supports the Financial Services Team by implementing investments, operations, and client service for the Investment Services program, ensuring clients receive high-quality service even in the absence of the Financial Advisor.
Financial Services
Responsibilities
Develop a general understanding of the firm’s investment products and assist clients with their needs when the Financial Advisor is unavailable
With the same licensing as the Financial Advisor, contribute to increasing service levels and production
Assist in the efficient operation of the Investment Services program by managing the Financial Advisor’s appointment schedule
Provide administrative support to the Financial Advisor, including managing client interactions and processing orders (if licensed)
Coordinate and maintain the Financial Advisor’s daily workflow and appointments
Address client inquiries and assist in resolving concerns
Keep up-to-date with the financial institution’s investment product offerings and changes
Perform other administrative and operational duties as required
Qualification
Required
Active and clean General Securities license (Series 7) and Life/Health Insurance licensing
Highly organized with a self-starting attitude
Proficiency in office tools, including Microsoft Word and Excel
Demonstrate the ability to identify, research, and solve problems quickly
Excellent interpersonal skills with the ability to interact professionally with colleagues, clients, and dealers
Strong listening skills, quick learning ability, and efficient work organization
Ability to work with minimal supervision and adapt to shifting priorities as needed
Preferred
Ideal candidate would have experience using Charles Schwab, LPL – ClientWorks
A four-year degree in Finance or a related field is preferred
Company
CSI Group
CSI Group | Simplifying Financial Security for America’s Middle Class.
Founded in 1973
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase