International Registered CSA
Core
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by managing client accounts, executing transactions, and handling administrative tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, transaction records, and advisor support workflows
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, money movement 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