AR Clerk

Company: Godshall Recruiting
Location: Greenville
Posted on: June 8, 2021

Job Description:

Why you will love this job: This financial boutique investment firms offers a family-like atmosphere with stellar employer paid benefits that are top of the line! As an added perk, the office closes at 3pm on Friday during summer hours. This is a support role, not production!Salary: $45, 000-$60, 000What your future day will look like: Support the financial advisor with all the day to day details of a clients' portfolio, preparing for client meetings, preparing performance reports, opening new accounts, monitoring accounts, and developing solutions to client issuesBuild genuine relationships with clients by responding to client inquiries and requests in a timely mannerExplain complex solutions to clients in easy to understand languageMonitor and follow tasks from start to finish to ensure completion of the transactionsMaintain information in the company CRM database, including entering new contacts, creating groups or running reports and creating workflow efficienciesComply with all broker/dealer rules and regulationsMaintain all required licensing and meet continuing education requirements.Benefits Offered: Company paid medical benefits, vision, dental, STD and LTD Extra monetary incentives for exercising and staying heathy!Type: Direct HireTo be a champion in this role, you will need: Hold an active FINRA Series 7 & 65 license 3+ years of support in the financial industryStrong MS Office skillsInvestment reporting softwareBachelor's degree preferredWe know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we ask that you give us 1-2 business days to review your experience and skills. You will then hear back from one of our recruiting professionals on your next step. If you are checking in to see what types of roles we have, please consider reaching out to your recruiter instead. We will happily update your file and make sure we are considering you for all roles your experience is a perfect fit for! Godshall & Godshall Personnel Consultants, Inc. Is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.

Keywords: Godshall Recruiting, Greenville , AR Clerk, Other , Greenville, South Carolina