Duncan Financial Group, headquartered in Irwin, PA is in immediate need for a Client Service Associate to support our internal and external financial advisers. The Client Service Associate will provide both operational and sales support.
Job Responsibilities and Duties:
Provide account information to clients and financial advisors
Process paperwork and submit electronically to broker/dealer
Provide superior customer service and ensure that all service requests are handled in a timely and accurate manner
The candidate must possess strong organizational, communication and time management skills. They must have a high attention to detail. They must also be proficient in Microsoft Excel, Word.
Series 7 is mandatory
Series 66, 63 or 65 is preferred.
A Bachelor’s Degree and or 2 years of industry experience is required
Duncan Financial Group offers a competitive salary and comprehensive benefits package. All inquiries must include salary requirements to be considered