Registered Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, including executing money movements, managing client accounts, and handling general inquiries.
Role type
Client Service Associate (Financial Services)
Builds
Client relationships and account documentation for Financial Advisor teams
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, money movement execution, account onboarding, digital tool enrollment, expense report management, calendar coordination, Microsoft Office proficiency
Preferred skills
Series 7, Series 66/63/65 licenses, 2+ years industry experience, college degree
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Execute money movement transactions, answer non-investment account questions, onboard and maintain client accounts, manage calendars and travel itineraries, prepare expense reports, support marketing strategy
Seniority
Entry-level to Mid-level