Private Wealth Management Registered Client Service Associate
No visa sponsorship
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, including account management, transaction execution, and onboarding.
Role type
Client Service Associate (Private Wealth Management)
Builds
Client relationships and account documentation for Private Wealth Advisor teams
Domain
Financial Services / Private Wealth Management
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, Series 66/63/65 licenses, 2+ years industry experience, college degree