Demo

Elite Client Service Representative

Muriel Siebert & Co Inc
Jersey, NJ Full Time
POSTED ON 11/20/2023 CLOSED ON 12/22/2023

What are the responsibilities and job description for the Elite Client Service Representative position at Muriel Siebert & Co Inc?

Benefits:
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Tuition assistance
Join an Elite Team - Be the Face of Excitement at Muriel Siebert & Co Inc

Embark on a thrilling career with Muriel Siebert & Co Inc., an esteemed Financial Services Company nestled in the heart of Jersey City and relocating very soon to New York City. We are on the lookout for a dynamic and detail-oriented individual to join our exclusive Customer Service Success Team as a Client Service Associate / Trainee at our local branch office.

Why Join Siebert? If you're not good but exceptional, if your personality matches your high performance and shines as bright as your potential - we want YOU at Muriel Siebert. We don't just hire staff - we curate and cultivate a team of top-tier individuals who bring excellence to every interaction. This isn't just a job; it's a gateway to a world of opportunities and growth.

Your Role: As a Client Service Associate you will be the face of our organization - providing a world class level of excellent service to our discerning clientele. This role demands a self-starter with the initiative to problem solve, and address clients concerns proactively. We seek an individual with more than just financial acumen - we are looking for someone with a friendly demeanor, an analytical outlook, and a strong desire to excel in the world of Financial Services.

Key Responsibilities: Your responsibilities include:
  • Assisting clients both in person and over the phone; handling various customer service inquiries.
  • Processing account forms / documents with precision and efficiency
  • Provide technical support and address inquiries regarding our various cutting-edge offerings.
  • Study and prepare to take the Series 7 Exam
Desired Qualifications and Attributes:
  • Experience with MS office, especially Excel, Word, and Outlook
  • Bachelor's Degree (Business or Communications preferred)
  • Excellent organizational and communication skills (both written and oral)
  • Stong time management skills and the ability to multitask
  • Ability to communicate effectively with internal teams and our clients
  • Professional, confident, and positive demeanor that stands out!

About Siebert Financial Corporation
Siebert Financial Corp. (“Siebert”) is a holding company that conducts its securities brokerage business through its wholly owned subsidiary, Muriel Siebert & Co., Inc., which became a member of the NYSE in 1967 when Ms. Siebert became the first woman to own a seat on the Exchange. The company also has business lines in insurance, investment advisory, and financial technology development through its various subsidiaries.

Siebert and its affiliated companies are committed to creating a diverse working environment employing and promoting without regard to race, religion, color, national origin, sex, gender identity, disability, age, veteran status, and other protected status as required by applicable law. As an inclusive equal-opportunity employer, Siebert and affiliates have committed to the ParityPledge® for gender parity at the highest levels of business (www.parity.org).

Siebert Financial Corp. is not just a company; it's a legacy. As the first woman-owned seat holder on the NYSE, Ms. Muriel Siebert paved the way for excellence. We are committed to diversity, equality, and creating an inclusive working environment where your unique talents thrive.
 
Benefits
·     Health, Dental and 401k Match 
·     Competitive Salary and Time Off
·     Career Path, Brokerage License sponsorship (Series 7, 24 etc.)
 ·    Eligible Education Reimbursement
 ·    Additional Benefits

Job Type: Full-time

Schedule:
  • 8-hour shift
  • Monday to Friday
  • Overtime
Education: Bachelors Preferred 

Ability to commute/relocate: Jersey City, NJ 07302 (2023); Battery Park City, NY (2024): Reliably commute or planning to relocate before starting work (Required)

Experience: Customer service: -1 year (Preferred)
Client Service Representative
Lightspeed Financial Services Group -
Morristown, NJ

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