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Licensed Client Associate at SWBC - ApplyBlast

Licensed Client Associate

SWBC

5 months ago

2.9 on Glassdoor

San Antonio, TX

Hybrid

Full Time

Junior

0 applicants

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About this role

This role supports Financial Advisors and Consultants by servicing clients, placing trades, and providing consultation recommendations. The ideal candidate will handle customer service calls, manage account documents, and prepare client presentations while traveling to meet with clients and referrers.

Responsibilities

Provide telephone customer service to brokerage clients
Place trades according to firm policies and procedures
Solicit existing clients for appointments and additional sales
Prepare client presentations and analyze financial products
Oversee account documents and submit business to operations

Skills

Qualifications

Associate's Degree in BusinessBachelor's Degree in FinanceSeries 7 LicenseSeries 63 LicenseGroup I License

About SWBC

swbc.com

Headquarters

San Antonio, Texas, United States

Company Size

1001-5000 employees

Founded

1976

View Profile

SWBC offers financial solutions for individuals, businesses, and financial institutions. We have you covered with personal and business insurance, mortgages, and wealth management.