Registered Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, building trusted relationships and handling daily account needs.
Role type
Client Service Associate (Financial Services)
Builds
Client relationships and account management for Financial Advisor teams
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, transaction execution, account onboarding, digital tool enrollment, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
Series 7/66/63/65 licenses, 2+ years industry experience, college degree