Client Services – Registered Investment Advisor (RIA) / Broker Dealer

We provide Recruitment and Staffing services to many industries and domain through our innovative and customized solutions and passionate commitment to research. Ability to understand the hiring strategies, availability of talent and compensation benchmarking makes us proud hiring partner for various industries. We work as trusted business partners and always strive to deliver the most value and highest return on investment for our clients. We are highly trained business professionals with strong understanding of clients need. We work closely with the leading staffing trade associations, training, and research organizations to ensure we are knowledgeable of the latest industry trends and technologies.

Target Profile

• Strong customer service or hospitality-based backgrounds (e.g., Disney Client Services have been successful)
• Financial exposure preferred but not mandatory
• Highly people‑focused, driven, eager to learn and grow

Core Responsibilities

• Day‑to‑day client contact for smaller to mid‑tier clients
• Assist with:• Account opening
• Asset movement
• Navigation of systems and platforms
• General inquiries and issue resolution

• No direct transaction processing, but ownership of inquiry through resolution

Skills & Tools

• Client communication via phone and email
• Microsoft Dynamics for client correspondence and tracking
• NetX360 as the primary client platform (used transparently with clients)

Regards,

Mohammed ilyas,

PH - 229-264-4024 or Text - 229-469-1455 or You can  share the updated resume at Mohammed@vtekis. com

All your information will be kept confidential according to EEO guidelines.