Registered Client Service Associate
Core
Provide exceptional client service and support Financial Advisor teams by managing client accounts, executing transactions, and handling administrative tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, transaction records, and administrative support for FA teams
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 7/66/63/65 licenses, 2+ years industry experience, college degree