New York Securities Client Administrator
A company is looking for a Securities Client Service Administrator. Key Responsibilities Prepare correspondence, reports, and coordinate special projects Drive client-facing activity by scheduling meetings and assisting Lead Advisors Update client information in Salesforce and process applications and forms Required Qualifications Securities or insurance industry experience preferred Must be securities registered (series 7/63/65 or 7/66) Must be licensed in all states where activities requiring licensing are performed Strong technical computer aptitude and knowledge of business tools Basic understanding of financial products and services
A company is looking for a Securities Client Service Administrator.
Key Responsibilities
Prepare correspondence, reports, and coordinate special projects
Drive client-facing activity by scheduling meetings and assisting Lead Advisors
Update client information in Salesforce and process applications and forms
Required Qualifications
Securities or insurance industry experience preferred
Must be securities registered (series 7/63/65 or 7/66)
Must be licensed in all states where activities requiring licensing are performed
Strong technical computer aptitude and knowledge of business tools
Basic understanding of financial products and services
