Investment Services Client Representative

Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term care insurance, and even health insurance benefits.

• →Bachelor’s degree in a business-related field preferred
• →The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
• →Previous experience in financial services a plus
• →Advanced computer skills (Outlook, Word, Excel and Power Point)
• →Excellent communication skills, both verbally and in writing
• →Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• →Ability to build relationships with clients and internal partners and influence others without direct control
• →Smartoffice CRM knowledge a plus
• →Series 6 and 63 or 7 and 65/66, or ability to obtain within a certain time period