Sales Assistant - Client Services Associate

Paramus Permanent USD70,000 - USD90,000
  • Competitive Pay
  • Hybrid Work Model

About Our Client

Well known financial company that is the parent corporation of multiple financial services companies which provides brokerage, advisory, and insurance products throughout the United States.

Job Description

  • Scheduling client appointments
  • Processing securities
  • Processing annuity and life insurance
  • Account openings
  • Client admin requests
  • Recording transactions
  • Putting together client signatures

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

  • Great at multi-tasking
  • Capable of working in fast-paced environment
  • Ability to adapt to changing policies and procedures
  • High attention to detail
  • Proactive

What's on Offer

  • Competitive pay
  • Hybrid work model
  • Full benefits package
  • 401k plan with company match
Jack Smith
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Job summary

Banking & Financial Services
Sub Sector
Operations / Middle Office - Asset Management
Financial Services
Contract Type
Consultant name
Jack Smith
Job Reference