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Helena, MT, United States
Posted · 12.11.2014
SmartRecruiters (US)

# WBS Registered Client Associate

North Star Staffing Solutions, Inc.

Assists financial consultants and financial advisors by providing sales and servicing support. Duties may include: opening accounts and processing paperwork working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, and processing client service requests (address changes, statement copies, etc.) processing the movement of funds and equities scheduling appointments for new and existing clients monitoring and tracking referrals and sales results maintaining compliance files issuing sales/marketing information to clients preparing sales packages ordering supplies maintaining file system for prospective and existing clients reviewing paperwork for completeness and forwarding to management for review. May act as a back-up in taking and executing unsolicited investment orders directly from clients and/or via toll-free number. Basic Qualifications Series 7 and 63 (or equivalent) licenses required. Minimum Qualifications Insurance licenses or ability to obtain within 120 days. Client service oriented detail oriented and ability to multi-task. Good written and verbal communication skills. Preferred Qualifications Fully licensed at time of hire (S7, 63 or equivalent, and Insurance). PLEASE NOTE: YOU MUST HAVE BOTH THE SERIES 7 AND THE SERIES 63 OR EQUIVALENT TO BE CONSIDERED FOR THIS POSITION DO NOT SUBMIT ANYONE WITHOUT THEIR SERIES 7 AND THE SERIES 63 All your information will be kept confidential according to EEO guidelines. Company name: Wells Fargo Req # : 5037394 | Type: Full Time | Posted: 9/29/2014 | Edited: 10/27/2014 | Fee: 25.00% Percentage Computed On Base Salary Base Salary - $30,000 - $45,000 Target - $40,300 Benefits
• Full Relocation Assistance Available
• No Travel
• None Bonus : NA Industry: Banking/Finance Honor Period: 6 months

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