Registered Client Service Associate (The Woodlands, TX)

Responsibilities

• Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
• Calendar management and coordination of meetings, including all logistics
• Database management
• Client interaction and service
• Perform back-up to other teams and within the branch
• Perform ad hoc duties and work on special projects as necessary

Requirements

• FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
• Bachelor’s degree preferred
• 1-2 years financial services/fixed Income experience preferred
• Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
• Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
• Able to meet designated deadlines and work effectively in a pressurized environment
• Fluent in Spanish is a plus