Client Service Associate- Series

Paramus Permanent USD60,000 - USD90,000
  • Utilize your commercial banking experience to make an immediate impact
  • Join a team that believes their people are their most valuable asset.

About Our Client

A multinational banking and commercial financial services

Job Description

  • Schedule and confirm client appointments
  • Process securities, annuity, and life insurance paperwork
  • Account opening and maintenance
  • Process client administrative requests
    • Handle routine matters for client accounts including name and address changes, account applications and bank authorizations
  • Research and resolve client service problems
  • Record all transactions on appropriate logs
  • Put together finalized correspondence for client's signatures
  • Other duties as assigned

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • Securities industry or related financial services experience
  • Series 7 and 63 licensed or willing to obtain these licenses

What's on Offer

  • Great Work-Life balance
  • Generous benefits
  • Hybrid work schedule
  • Growth Opportunities
  • Onsite training
Alyssa Tencza
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Job summary

Banking & Financial Services
Sub Sector
Operations / Middle Office - Banking / Securities
Financial Services
Contract Type
Consultant name
Alyssa Tencza
Job Reference