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 tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, transaction records, and advisor support workflows
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Money movement transactions, account onboarding, digital tool enrollment, expense report management, calendar coordination, Microsoft Office proficiency
Preferred skills
Financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance), Series 7/66/63/65 licenses, 2+ years industry experience
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office Suite
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 advisor marketing strategies
Seniority
Entry-level to Mid-level, hands-on IC