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Client Services Rep (Finance, Institutional Brokerage)

Company: CyberCoders
Location: Dallas
Posted on: March 28, 2020

Job Description:

Minimum Required Skills Sales SupportClient Services, Finance, ExcelPVT TablesV Look Ups, Series 7 Job Title Client Services Rep (Finance, Institutional Brokerage) Location Dallas, TX Salary 50k- 60k DOE Bonus, Benefits, 401k Requirements 1 Year Client ServicesSales Support, Excel, Finance Based in beautiful Dallas, TX we are a well-established and privately owned institutional brokerage firm. We are family owned with around 100 employees, have been in business for over 30 years, and are the proud recent recipients of a Best Place to Work award. Due to growth, we are actively hiring a Client Services Rep with over 1 year of experience in client servicessales support, strong Excel skills with PVT tables, macros, and V lookups, and experiencecomfort working with numbers. Our group has 12 reps each handling around 200 accounts. This role is client facing, and you'll be assisting with everything from opening new accounts to invoice processing. We do not expect you to have a background in finance, although that's a plus. What we do expect is some experience with sales support, proficiency with excel, comfort working with numbers, and a desire to learn. Experience w the following is a HUGE plus, but not required finance, stocks, bonds, andor trading. If you have this experience, please apply immediately. We are actively interviewing this week and next for this high profile position. Top Reasons to Work with Us -Compensation 50k- 60k DOE Bonus, Benefits, 401k -Culture Best Places to Work Award -Stability This is a career opportunity, and folks in this role have stayed here for 20 years -Clients Work w Enterprise clients -Opportunity Huge opportunity for career and personal growth What You Will Be Doing - Assist 1 of 12 reps with 200 accounts - Open new accounts - Check, release, and process invoices - Answer client questions - Mont-end reconciliation - Review and edit reports What You Need for this Position At Least 1 Year of experience and knowledge of - Sales Support Client Services - Excel experience w PVT Tables, Macros, andor V Lookups Nice to Haves - Background or interest in finance, stocks, bonds, andtrading - Series 7 What's In It for You - 50k- 60k DOE Bonus, Benefits, 401k - Bonus - Medical - Dental - Vision - 401k So, if you are a Client Services Rep (Finance, Institutional Brokerage) with experience, please apply today Applicants must be authorized to work in the U.S.Please apply directly to by clicking 'Click Here to Apply' with your Word resume Looking forward to receiving your resume and going over the position in more detail with you. - Not a fit for this position? Click the link at the bottom of this email to search all of our open positions. Looking forward to receiving your resume CyberCoders CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work - In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Copyright 1999 - 2020 . CyberCoders, Inc. All rights reserved.

Keywords: CyberCoders, Dallas , Client Services Rep (Finance, Institutional Brokerage), Accounting, Auditing , Dallas, Texas

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