Registered Client Service Associate
No visa sponsorship
Core
Provide exceptional client service and administrative support to Financial Advisor teams, handling account inquiries, transactions, and onboarding.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts and relationships for a Financial Advisor team
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, money movement transactions, account onboarding, digital tool enrollment, expense report management, calendar coordination, Microsoft Office proficiency
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, 2+ years industry experience, college degree