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Support Financial Advisor(s) with service and operational activities, providing client service via various communication channels.

Assist Financial Advisor(s) colleagues with service and operational related activities, providing client service via telephone, direct interaction, or written correspondence.
Facilitate Financial Advisor and client requests for account information and quotes.
Schedule and prepare for appointments with new or prospective clients.
Establish and service client accounts, prepare forms, research account inquiries/issues, and enter security order tickets after Financial Advisor approval.
Execute administrative functions for Financial Advisor(s) and Branch Management, including tracking referrals, assisting with marketing, and maintaining regulatory files.
Establish and maintain filing and record keeping to support client relationships.
Act as liaison for referral sources, reviewing paperwork for completeness and forwarding to management.

Partners in transformation, helping clients activate ideas and solutions.
Team of 80,000, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia.
Industry leader in Full-Stack Technology Services, Talent Services, and real-world application.
TEKsystems is an Allegis Group company.
Leading provider of business and technology services, accelerating business transformation for customers.
Expertise in strategy, design, execution, and operations unlocks business value through a range of solutions.
Strategic thinkers and hands-on collaborators, helping customers capitalize on change and master technology.
Building tomorrow by delivering business outcomes and making positive impacts in global communities.

The company is an equal opportunity employer and considers all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, qualified applicants with arrest and conviction records will be considered for employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Client Associate at TEKsystems

Client Associate