Registered Client Service Associate
No visa sponsorship
Core
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by managing client accounts, executing transactions, and handling administrative tasks.
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, transaction execution, account management, digital tool enrollment, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, 2+ years industry experience, college degree