BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
71-024

Job Type:
Permanent

Title:
Registered Sales Assistant (71-024)

Location:
Chicago

Description:
Summary/Responsibilities:
Provide a high level of customer service to clients by building and
maintaining client relationships. This individual will be a key contributor
to client satisfaction and will help grow the business by integrating as a
team member and being a bridge between the financial advisor and the client.
Provide sales support to financial advisors with regard to the purchase and
sale of investment securities
Process investment transactions and respond to customer requests for market
quotes and market information
Support financial advisors with various operational activities, including
but not limited to, opening customer accounts, establishing and maintaining
appropriate customer account documentation, as well as preparing materials
for client meetings
Gather reports and various statements for financial advisor and/or client(s)
with current investment activity
Participate in other projects as requested by financial advisor
Provide support to other stakeholders throughout the Department

Requirements:
Series 7 and 63 licenses required
College (Bachelor?s) degree or equivalent preferred
3 or more years of Registered Client Service Associate experience preferred
Experience in a customer service capacity
Commits to satisfying internal and external customers
Knowledge of in-house pricing systems
Able to exercise independent judgment and be self-motivated
Detail oriented and able to prioritize tasks
Delivers clear, effective communication and takes responsibility for
understanding others
Proficient in Microsoft Office products
Accustomed to working in a fast-paced, team oriented environment


Relevant Word Search: Series 6, Series 7, Series 63, Series 65, Series 66,
Registered Client Service Associate, Registered Associate, Registered CSA,
Registered Senior Client Associate, Registered Financial Associate,
Registered Client Associate, Registered Sales Assistant, Registered Support
Assistant, Registered Sales Associate, Registered Service Associate, series
AND Client Associate, Service Associate, CSA, Financial Associate, Client
Associate, Sales Assistant, Support Assistant, Sales Associate

Category:
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Contact:
tony@bcius.com