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