Private Wealth Management Senior Registered Client Service Associate
Core
Senior Registered Client Service Associate providing exceptional service to clients and supporting Financial Advisors/Private Wealth Advisors on a daily basis.
Role type
Senior IC client service associate
Builds
Client relationships and account management for Private Wealth clients
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Active Series 7, Series 66/63/65 licenses, 5+ years industry experience, knowledge of financial products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), advanced Microsoft Office skills
Preferred skills
College degree
Responsibilities
Execute money movement transactions, answer general non-investment account questions, enter profile information and documentation, onboard and maintain client accounts, educate clients on digital tools, support marketing strategy, manage calendars and travel itineraries, prepare expense reports
Seniority
Senior, hands-on IC