Registered Client Service Associate
No visa sponsorship
Core
Provide exceptional client service and administrative support to Financial Advisor teams, handling account transactions, onboarding, and daily operational tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client relationships and operational efficiency for FA 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