Financial Processor

North Palm Beach brokerage firm is seeking a Entry level Client Service Representative to add to their dynamic team. This is an entry-level position and the successful candidate should possess strong organizational and time management skills, must have an analytical mindset and enjoy math/numbers.

What is offered:

Fantastic company culture; we like working together! Competitive salary with excellent benefit package - Our benefits include 100% Paid Health for employee and dependents, Paid time off, 401k with employer match. Duties and Responsibilities for the Entry level

Client Service Representative:

• Assist with opening new accounts
• Review and process client documents and trade instructions
• Interface with Operations Dept. to ensure proper paperwork and clear instructions for accurate trade entry are available.
• Facilitate in buying and selling of deposits and withdrawals.
• Communicate & and support our Financial Advisors across the country.

Requirements:

• Bachelor's Degree is a plus but not required
• Strong proficiency with Microsoft Office suite, especially Excel (will be tested)
• Strong analytical and detail-oriented aptitude; a high degree of accuracy is required.
• Excellent communication and organizational skills.
• Ability to manage time effectively, set priorities and meet deadlines.
• Ability to learn and adapt to change.
• Desire/ability to work successfully in a small team environment.

PrideStaff Financial is a nationally recognized staffing agency dedicated to supporting both clients and candidates. As an award-winning staffing solutions provider in business for over 40 years, PrideStaff has developed a reputation for exceptional service and high-quality placements among small, medium and large businesses across the nation and within all industries.

Compensation / Pay

Rate (Up to): $40,000.00 - $42,500.00