Registered Client Service Associate
No visa sponsorship
Core
Provide exceptional client service and administrative support to Financial Advisor teams, handling account transactions, onboarding, and daily operational tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, transaction records, and support for Financial Advisor business plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, money movement transactions, account onboarding, digital tool enrollment, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
Series 7/66/63/65 licenses, 2+ years industry experience, college degree