Client Service Rep in Dallas
CompanyOpes One Advisors
Description- Provides overall administrative and operational client service support to assist the business activities of the Financial Advisors registered with Park Avenue Securities broker dealer.
- Provides assistance to the Financial Advisor by furnishing account information, establishing new accounts, and processing deliveries and/or payments.
- Performs various administrative functions for the Financial Advisor(s) and/or Branch Manager including, but not limited to, typing of letters, forms and reports from rough draft, as well as preparing and/or originating correspondence for the Financial Advisor.
- Handles telephone calls and other inquiries, for research reports as well as resolving account problems.
- Establishes and maintains files to meet regulatory requirements, creates and produces reports and databases while establishing and maintaining files and record keeping necessary to support sales efforts.
- Other duties as assigned.
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