Registered Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, assisting with account management, transactions, and onboarding.
Role type
Client Service Associate
Builds
Client relationships and account documentation
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, Microsoft Office proficiency, account management, transaction execution, client onboarding
Preferred skills
Series 7, Series 66/63/65 licenses, 2+ years industry experience