International Registered CSA
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account transactions, onboarding, and daily operational tasks.
Role type
Client Service Associate (CSA)
Builds
Client relationships and operational efficiency for Financial Advisor teams
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Active Series 7, Series 66, or Series 63/65 licenses; knowledge of equities, bonds, options, mutual funds, annuities, and managed accounts; advanced Microsoft Office skills
Preferred skills
College degree; 2+ years of industry experience
Technologies
MSOnline, eSign, eAuthorization, Zoom
Responsibilities
Execute money movement transactions; onboard and maintain client accounts; answer general non-investment account questions; manage calendars and travel itineraries; prepare expense reports; support marketing strategy and website maintenance
Seniority
Individual Contributor