Senior Registered Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, including account management, transaction execution, and onboarding.
Role type
Senior Registered Client Service Associate
Builds
Client accounts and relationships for a Financial Advisor team
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, money movement transactions, account onboarding, digital tool enrollment, expense report management, calendar coordination, Microsoft Office proficiency
Preferred skills
College degree, Series 7/66/63/65 licenses, 5+ years industry experience, demonstrated strong performance in current role for 2 years
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Execute money movement transactions, answer general non-investment account questions, enter profile information and documentation, onboard and maintain client accounts, educate clients on digital tools, support marketing strategy, manage calendars and travel itineraries, prepare expense reports
Seniority
Senior, hands-on IC