What are the responsibilities and job description for the Care Specialist position at Robert Half?
Robert Half is looking for a Client Services Representative for a local Financial Advisory firm. They will be assisting with submitting new business and servicing their clients.
Job Responsibilities
· Review and assist associates with account opening process across all divisions
· Assist associates with client onboarding via NetX360, Epic/Salesforce and Zoom
· Ensure all requests and processing and completed in a timely manner via phone and e-mail
· Beta tests systems as required (E-docs and NetX360, Epic/Salesforce)
· Reports technical issues to respective Pershing or IT department
· Assist with Net X Investor password and verification code resets
· Assist associates with uploading to E-docs and NetX360 image docs
· Assist advisors with understanding their responsibilities (compliance/licensing) as it applies to the processing and procedures
· Assist advisors with the Epic/Salesforce integration
· Ensuring all transactions fall under the appropriate licensing requirements
· Assist with a wide range of inquiries including but not limited to compliance, commissions, licensing, advisory, brokerage and direct way business
· Run reports as requested
· Any other tasks & projects assigned by the team leader
Qualifications
· High school degree
· Series 6 license a plus
Salary : $23 - $26
