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:
1078-192

Job Type:
Permanent

Title:
Client Service Associate (1078-192)

Location:
Columbia, MD

Description:
Client Service Associate (1078-192)
Columbia, MD
Compensation commensurate with experience

RESPONSIBILITIES:
Handle Administrative duties including: answering phones, greeting clients
and
writing/editing correspondence
Handle Daily Office Operations
Support Operations Manager with Quarterly Billing/Filing/Faxing
Coordinate preparation of mailings, and various special projects
Handle account maintenance (opening new accounts, address changes, etc.)
Support Managers and Portfolio Managers (prep for meetings, reporting,
scheduling)
Manage Social Media Sites
Assist with trading

REQUIREMENTS:
Bachelor’s Degree
1-2 years financial services experience, preferably in a client service
capacity
Strong attention to detail
Ability to multi-task without error
Excellent customer service skills
Ability to work accurately and efficiently under pressure with tight
deadlines
Strong verbal and written communication skills; able to clearly explain to
clients on the status of their accounts and related items
Experience working with clients
Familiarity with Veo (TD Ameritrade’s Account Management System)
Knowledge of Portfolio Center


Category:
Warning: Invalid argument supplied for foreach() in /hermes/bosnaweb25a/b1623/apo.broke3/jobdetails.php on line 58

Contact:
zach@bcius.com