Senior Registered Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account transactions, onboarding, and daily operational needs.
Role type
Senior Registered Client Service Associate
Builds
Client accounts, transaction records, and advisor support workflows
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, transaction execution, account onboarding, digital tool enrollment, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
College degree, strong interpersonal skills, time management, adaptability
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Execute money movement transactions, answer non-investment account questions, onboard and maintain client accounts, manage advisor calendars and travel itineraries, prepare expense reports, support marketing strategy
Seniority
Senior, hands-on IC