Investment Services Representative

INVESTMENT SERVICES ASSOCIATE Hybrid in Lake Mary, FL | NO SALES Immediate Investment Services Associate opportunity available with one of the largest and most recognizable Investment & Financial Services corporations in the world Please Note: This is NOT a Sales position!

PLEASE REVIEW THE FOLLIWING REQUIREMENTS CAREFULLY:· Must reside within commuting distance of Lake Mary, FL and will be required to report 3x a week in office, 2x a week remote· 3+ years professional work experience within the broker/dealer, brokerage or investment services industry is required· Previous experience as a Registered Investment Advisor, Financial Advisor, Brokerage or Investment Advisor is preferred· FINRA Licenses such as Series 6 or 7 or any other is preferred but not required ADDITIONAL DETAILS:· Location: Lake Mary, FL· Duration: 6+ Months Temp to Perm· Hourly Pay: $33.17/hr· Description: Client Service - Works with external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem-solving skills, judgement, and experience to analyze information. Uses developed communication skills to deliver high quality service to a specialized client base. Provides key individuals at assigned clients information related to products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader services and offerings. Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources. Resolves the most complex or non-routine client issues or inquiries, as needed. Uses in-depth knowledge of client issues and needs to contribute to business development efforts. Uses broad understanding of products and services to best propose expanded offerings to clients for front office consideration. Leads and participates in internal activities and initiatives designed to improve the client experience. Uses knowledge of client services best practices and client needs to help develop process improvements. No direct reports. Provides guidance to less experienced team members. Supports multiple complex client accounts.