Client Service Support - Associate
Client Service Support - Associate
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$ 63500 - 80000
1 Vacancy
Job Description
Job Description:
Job Title: Client Service Support
Corporate Title: Associate
Location: Jacksonville FL
Overview
The Client Service Center (CSC) team at Deutsche Bank is responsible for Account Opening all brokerage clients to our vendor platform. As part of the team you will partner with sales operations and control functions to submit account opening information that satisfy internal policies and external legal/regulatory frameworks. CSC team also acts as a support team for capital markets sales team based in NY. You will be assisting front office teams with all nonclientfacing activities like account update money movements etc. Lastly this team also covers selfdirected brokerage clients; you will be responsible for providing an excellent experience to these clients by assisting them with any issues and helping them manage their accounts.
What We Offer You
- A diverse and inclusive environment that embraces change innovation and collaboration
- A hybrid working model allowing for inoffice / work from home flexibility generous vacation personal and volunteer days
- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
- Competitive compensation packages including health and wellbeing benefits retirement savings plans parental leave and family building benefits
- Educational resources matching gift and volunteer programs
What Youll Do
- Review client application for any new brokerage account and submit information and documents to control functions for review and approvals. You will be required to learn some internal (Appway) as well as external (NetX 360) application for this.
- Coordinate communications regarding missing document/information with sales and be responsible to make sure the account gets opened as efficiently as possible.
- Facilitate money movement from all accounts including wires transfers ACATs and rollovers
- Assist with nontrading activities like providing online access updating cost basis capital calls etc.
- Review activity across all accounts covered directly by CSC team
- Cover CSC phone line for any client calls and assist them with executing trades asset movement etc.
Skills Youll Need
- Finra Series 7 and 63 Registrations
- Understanding of brokerage platform; account types industry standard etc.
- Understanding of financial instruments
- Comfortable with Microsoft Office Suite especially Excel
Skills That Will Help You Excel
- Excellent communication skills both written and spoken
- Stay organized
- Ability to multitask
- Critical thinking
Expectations
It is the Banks expectation that employees hired into this role will work in the Jacksonville Florida office in accordance with the Banks hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Jacksonville Florida is $63500 to $80000. Actual salaries may be based on a number of factors including but not limited to a candidates skill set experience education work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank we recognize that our benefit programs have a profound impact on our colleagues. Thats why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves at every stage of life. We provide access to physical emotional and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Banks California Privacy Notice please email.
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Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive fair and inclusive work environment.
We are an Equal Opportunity Employer Veterans/Disabled and other protected categories. Click these links to view the following notices:EEOC Know Your Rights;Employee Rights and Responsibilities under the Family and Medical Leave Act;Employee Polygraph Protection ActandPay Transparency Nondiscrimination Provision.
Required Experience:
IC
Employment Type
Full-Time
