Registered Client Service Associate
Core
Provide exceptional client service and support Financial Advisors/Wealth Advisors by managing client accounts, executing transactions, and handling administrative tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts and relationships for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance), money movement transactions, account onboarding, digital tools enrollment, Microsoft Office (Word, Excel, Outlook, PowerPoint), expense report management, calendar management, travel itinerary management
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, 2+ years industry experience, college degree