Registered Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account transactions, onboarding, and daily operational tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts and advisor productivity
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Money movement transactions, Account onboarding and maintenance, Digital tool enrollment, Order entry, Financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance), Microsoft Office proficiency
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, 2+ years industry experience, College degree
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