Senior Registered Virtual Client Service Associate
Core
Provides proactive virtual support to financial advisors, managing client account maintenance, administrative tasks, and client service inquiries.
Role type
Senior Registered Virtual Client Service Associate
Builds
Client accounts, financial reports, and client onboarding processes
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client account maintenance, complex client situation research, Microsoft Excel proficiency, financial industry knowledge, securities registration management
Preferred skills
Branch experience, additional securities state registrations
Technologies
Microsoft Office Suite, financial reporting tools
Responsibilities
Manage client account maintenance (opening, transfers, money movement), deliver client support (meeting prep, follow-up, outreach), coordinate new client onboarding transitions, research complex client situations, respond promptly to client inquiries
Seniority
Senior, hands-on IC