Registered Client Associate -Columbia, SC

Stephens · Columbia, SC · 3 wk ago

On-siteFinanceFull-time

Open new accounts, obtain required information, verify accuracy, and enter into system.
Set up and maintain related files and documentation.
Take and/or Enter customer orders via Backoffice to exchanges and trading room, at request of broker or customer.
Check reports and trade confirmations on past transactions to determine accuracy, identify any discrepancies and resolve.
Respond to customer requests, provide information and resolve problems.
Perform miscellaneous duties such as type correspondence and documents; answer telephones and take messages; greet visitors; make travel arrangements; make copies; mail printed materials; file; maintain reference books and materials.
Perform other tasks as assigned by management.

Bachelor's degree in Accounting, Marketing, Business Administration, Finance, or a related field
12-18 months of prior industry experience
Equivalent combination of education and experience

Excellent verbal, written and organizational skills
Attention to detail with emphasis on accuracy and quality
Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision
Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
Establish and maintain effective working relationships at all levels of the organization
Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required
Ability to maintain confidentiality
Experience with Travel and Transport preferred
Demonstrated reliability in attendance and work performance
Ability to work overtime as required

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