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 and advisor productivity
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, transaction execution, account onboarding, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
Series 7, Series 66, or Series 63/65 licenses, 2+ years industry experience, college degree
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office Suite
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