Registered Client Service Associate - Washington, DC
Core
Provides high-touch administrative support to Financial Advisors, managing client onboarding, account maintenance, asset transfers, and portfolio rebalancing.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, financial reports, and portfolio management records
Domain
Financial Services / Securities Industry
Deliverable
client delivery
Required skills
Client Relationship Management (CRM) software, Excel, managed account platforms, financial markets knowledge, securities industry regulations, trading terminology
Preferred skills
Goal planning software, mathematics for account processing
Responsibilities
Serve as first point of contact for client inquiries and scheduling; onboard new clients and open accounts; process asset transfers and monitor cash; input orders and rebalance portfolios; prepare financial reports and spreadsheets; maintain client records and files; assist with marketing events.
Seniority
Entry-level to Junior