Registered Client Service Associate
Core
Assist with the development and growth of business by modernizing the client experience, processing requests, and delivering firm services to clients.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, financial plans, client reports, and marketing materials
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7, Series 66/63/65 licenses, knowledge of financial products (equities, bonds, options, mutual funds, annuities, insurance), Microsoft Office proficiency
Preferred skills
2+ years industry experience, college degree
Responsibilities
Cultivate and enhance client relationships, onboard and maintain client accounts, input orders and discuss reinvestment options, prepare financial plans and client reports, support team marketing strategy, perform administrative duties for Financial Advisors
Seniority
Individual Contributor