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Client Service Rep in Dallas

Loyall Group

Loyall Group

Client Service Rep in Dallas

Dallas, TX
Full Time
Paid
  • Responsibilities
    • Provides overall administrative and operational client service support to assist the business activities of the Financial Advisors registered with Park Avenue Securities broker dealer.

    • Provides assistance to the Financial Advisor by furnishing account information, establishing new accounts, and processing deliveries and/or payments.

    • Performs various administrative functions for the Financial Advisor(s) and/or Branch Manager including, but not limited to, typing of letters, forms and reports from rough draft, as well as preparing and/or originating correspondence for the Financial Advisor.

    • Handles telephone calls and other inquiries, for research reports as well as resolving account problems.

    • Establishes and maintains files to meet regulatory requirements, creates and produces reports and databases while establishing and maintaining files and record keeping necessary to support sales efforts.

    • Other duties as assigned.

  • Qualifications
    • Bachelor’s Degree is required.

    • Group I insurance license preferred but not required.

    • Must have excellent communication (verbal and written) and telephone etiquette skills.

    • Must have strong analytical/problem solving skills.

    • Must have strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality.

    • Must be proficient in standard Office software such as Word, Excel, Access, and PowerPoint; and ability to work with a variety of finance/investment systems.

    • Must have excellent interpersonal and organizational skills.

  • Compensation
    $15/hr
  • Industry
    Financial Services
  • About Us

    Our advisors are leading the way in a field that is becoming more transparent, to provide clarity and empower our dentist and physician clients. At Loyall, we will always declare: you are capable and in control of your own outcome. Through fifteen years of experience, we’ve gained an understanding of the challenges and opportunities you'll encounter. When you don’t have to face insurance alone, you can focus on what matters.