Registered Client Service Associate
No visa sponsorship
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account inquiries, money movements, 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, money movement 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