Registered Client Service Associate
Core
Provide exceptional service to clients and support Financial Advisors/Wealth Advisor teams by managing client accounts, executing transactions, and handling administrative tasks.
Role type
Client Service Associate
Builds
Client accounts and relationships for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Account management, Transaction execution, Client onboarding, Digital tool enrollment, Order entry, Calendar management, Expense reporting, Microsoft Office proficiency
Preferred skills
Financial services product knowledge, Series 7/66/63/65 licenses, 2+ years industry experience