Registered Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account operations, onboarding, and daily client needs.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, financial service relationships, and advisor productivity
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Money movement transactions, account onboarding, digital tool enrollment, order entry, financial products knowledge, Microsoft Office proficiency
Preferred skills
Series 7/66/63/65 licenses, 2+ years industry experience, college degree
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office Suite
Responsibilities
Execute money movement transactions, answer non-investment account questions, enter profile information and documentation, onboard and maintain client accounts, accept and enter client orders, support advisor marketing strategy, manage calendars and travel itineraries, prepare expense reports
Seniority
Individual Contributor, entry to mid-level