Description
The Registered Client Service Associate provides client-facing service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include supporting client relationships, executing money movements, answering account questions, maintaining and onboarding accounts, entering orders, educating clients on digital tools, supporting marketing and business plans, and handling phone, calendar, travel, expense-reporting, and document-support tasks. The role requires a high school diploma or equivalent, active Series 7, Series 66 or Series 63 and Series 65 registrations, and two or more years of industry experience is preferred; a college degree is preferred. The expected base pay is $34,320 to $90,000 per year.
