Job Title: Investment Client Service Associate
Location: Cleveland, OH
Zip Code: 44107

Description:

You as an Client Service Associate will -

*Be a part of the NatCity Investment Services Group (ISG) which provides outstanding service to the Retail Investments sales force of approximately 200 Financial Advisors and 900 Licensed Bankers.
*Provide daily client support by receiving client inquiries and requests and processing accurately and in a timely fashion.
*Assist internal and external clients with brokerage trade executions; accepting orders, entering trades to the exchanges, and providing updates to the client on trade status and execution.
*Perform all customer service functions in compliance with standard policies and procedures, and security, compliance and audit guidelines.
*Research and resolve problems efficiently and thoroughly to increase overall customer satisfaction.
*Client Associates receive approximately 75-100 phone calls per day and must have excellent customer services skills and the ability to excel in a fast paced environment. Order entry and/or brokerage experience is recommended.

You and your skills -

* High School Diploma or the equivalent
* Internally provided training on branch systems, policies/procedures, product knowledge, and customer service.
* One year previous retail, brokerage or call center experience, NASD Series 7 & 63 and/or 65/66 license required
* General computer knowledge entering and retrieving data from a Windows based system
* Outstanding communication skills (written and verbal) and excellent customer service skills a must.

M-F 9:30am to 6pm

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