Part Time-Sr. Registered Client Relationship Associate-Columbia, SC
Core
Provides high-touch administrative support and client relationship management for Financial Advisors, handling client onboarding, trade execution, account maintenance, and practice efficiency reporting.
Role type
Senior Registered Client Service Associate (Financial Services)
Builds
Client accounts, trade orders, and practice performance reports
Domain
Financial Services / Securities Industry
Deliverable
client delivery
Required skills
Client Relationship Management (CRM), Goal planning software, Excel, Securities industry regulations, Trading terminology, Account analysis
Preferred skills
Mentoring junior staff, Process improvement, Marketing event support
Technologies
CRM software, Goal planning software, Internal databases
Responsibilities
Serve as first point of contact for client inquiries and scheduling; Manage new client onboarding and account setup; Execute discretionary and non-discretionary trades; Maintain alternative investments and foreign accounts; Create reports for practice efficiency; Assist Financial Advisors with marketing efforts; Mentor junior team members.
Seniority
Senior, hands-on IC
