Client Service Associate - Phaxis LLC

Pay $20-30/hr depending on experience

The Client Service Associate supports Registered Representatives in delivering high-quality service to clients within the brokerage/financial services industry. This role involves frequent client interaction, handling account maintenance, and managing administrative tasks to enhance client experience and support the business's operational functions.

Key Responsibilities:

• Communicate regularly with clients regarding stock quotes, trade scenarios, and other account-related matters.
• Maintain and update customer account information, including handling written correspondence and record management.
• Provide comprehensive administrative support to Registered Representatives, including managing schedules, coordinating travel arrangements, and preparing client presentations.
• Utilize back-office systems, such as FIS, to input trade and account information accurately and efficiently.
• Resolve client service issues, documenting and tracking resolutions in a Problem/Solution Log to keep Registered Representatives informed of service status and client satisfaction levels.
• Serve as a primary point of contact during market hours, managing communication flow to and from the Registered Representative.
• Assist with special projects and other tasks as needed.

Qualifications:

• 1+ years in the brokerage or financial services industry, ideally in a Registered Client Service Associate role.
• Active Series 7 and 63/66 licenses required.
• High School Diploma or equivalent; further education is a plus.
• Proficient in Microsoft Office (Word, Excel, Outlook) and familiar with portfolio software; experience with FIS back-office systems is advantageous.
• Detail-oriented with strong organizational skills and the ability to multitask.
  • Capable of working in a fast-paced, deadline-driven environment.
  • Excellent customer service skills and the ability to build and maintain client relationships.
  • Clear communication skills, with the ability to explain products and services effectively to clients.
  • Basic understanding of branch operations, compliance, and industry regulations.