Part-time Client Service Associate

Kelly Services is looking for PART-TIME CLIENT SERVICE ASSOCIATE for an investment services company in Rochester, MN.PAY: $16/hrHOURS: 9am- 2pm M-F; 15-25 hours a week, depending on need.OVERVIEW: Client Services Associate Non-registered assists one or more Financial Advisors with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for financial advisor communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the financial advisor.MAJOR DUTIES: Performs clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Works with the financial advisors and the client in obtaining the required documents based upon the type of account s established. Organizes and assists in the maintenance of complete client account and trade- related records for the financial advisor and certain required files for the branch office. Performs operational or administrative functions for client related requests i.e., check requests, wiring funds, address change, dividend information, etc. . Upon request, provides quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Provides reports and other information to financial advisors, as requested. Identifies situations that need to be brought to the attention of the financial advisors or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. Performs various administrative duties i.e., typing, filing, answer phones, mailing documents/letters, etc. and other duties and projects as assigned by the financial advisor and/or Branch Manager.INTERESTED: Please email resume to OR call to learn more.**Why Kelly** **??** **?**As a worker today, it's up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find what's next is what we're all about. We know what's going on in the evolving world of work-just ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.**About Kelly** **??**At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.