Registered Client Service Associate
Core
Provide exceptional service to clients and support Financial Advisor teams by managing client accounts, executing transactions, and handling administrative tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client relationships and account documentation for Financial Advisor teams
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, transaction execution, account management, digital tool enrollment, administrative support, Microsoft Office proficiency
Preferred skills
Series 7/66/63/65 licenses, 2+ years industry experience, college degree
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Execute money movement transactions, answer non-investment account questions, onboard and maintain client accounts, manage calendars and travel itineraries, prepare expense reports, support marketing strategy
Seniority
Entry-level to Mid-level