BIONDO Perspectives

July 16th, 2019

Job Posting: Client Service Representative Headquartered in Milford, PA

The firm is currently seeking a full time Client Service Representative. This position provides a wide range of administrative, operational and client based services to support the company’s mission of creating and preserving wealth for clients.

Specific Duties To Include:

Client Services:

Provide service support to clients regarding their accounts including:

  • Answering statement questions
  • Processing IRA rollovers
  • Entering client orders (as licensed)
  • Providing market quotes (as licensed)


  • Prepare all new account documentation per specific account guidelines, including discretionary account inceptions and terminations & non-discretionary accounts;
  • Preparation for all client meetings;
  • Submit account changes and updates; follow account transactions to ensure accuracy and completion;
  • Develop proficiency in in-house advisory platforms;
  • Investigate and resolve operational issues;
  • Create ad-hoc reports, as needed, to analyze accounts and assist in research projects;
  • Enter wires, checks, transfers and other daily transactions;
  • Maintain client check logs & deposits check remotely;
  • Assist clients with web services and other technology;
  • Track and initiate all ACATS incoming and outgoing;
  • Process all stock receipts;
  • Daily review of service center messages and alerts;
  • Maintain and document all required minimum distributions required for all IRA accounts annually.


  • Write client letters per company policy;
  • Maintain fax records for compliance;
  • Responsible for turning phones on each morning and provide phone coverage as needed;
  • Participate in gathering and distributing various client mailings;
  • Perform other duties to support company initiatives.


  • Strong technology background;
  • Demonstrated proficiency in MS Office software (specifically Word and Excel);
  • Excellent organizational skills;
  • Excellent customer service and interpersonal skills;
  • Demonstrated writing communication skills;
  • Exceptional business integrity and work ethic;
  • Minimum of two years’ experience in financial services.


  • Competitive salary;
  • Health, Dental & Vision insurance;
  • 401k Safe Harbor Contributions/Company Match/Profit Sharing;
  • Paid Time Off/Long-term Illness Bank;
  • Short/Long Term Disability;
  • Life Insurance.

Qualified candidates should submit their resumes to Patrice Singleton at