Registered Client Service Asscicate
No visa sponsorship
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account transactions, onboarding, and daily operational tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, transaction records, and advisor productivity tools
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance), Series 7/66/63/65 licenses, money movement execution, account onboarding, digital tool enrollment, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
College degree, 2+ years industry experience, multitasking in fast-paced environments