Registered Client Service Associate (Atlanta, GA)
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 and products knowledge, Investment concepts, Series 7, Series 63/65/66, SIE
Preferred skills
Securities industry experience, Goal planning software
Responsibilities
Onboard new clients and open accounts, process asset transfers, monitor cash and investment opportunities, prepare financial reports, input orders and rebalance portfolios, maintain client records and files, assist with marketing events.
Seniority
Entry-level, individual contributor