Registered Client Service Associate
On-site
Core
Provide exceptional client service, safeguard assets, and serve as administrative/operational support for a wealth management branch.
Role type
Client Service Associate (Wealth Management)
Builds
Client accounts, marketing materials, and client events
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, account onboarding, CRM management, documentation processing, regulatory compliance, marketing support
Preferred skills
SIE, Series 7, Series 66 licenses
Technologies
MS Office, Docusign, CRM
Responsibilities
Maintain existing client relationships, onboard new client accounts, support marketing strategy, keep CRM systems up to date, process client documentation, research client and security information
Seniority
Mid-level, hands-on IC