Description
The Registered Client Associate supports Citadel’s Wealth Management business by administering and growing client relationships, processing account and maintenance requests, managing leads and financial reports, coordinating campaigns, scheduling appointments, and executing buy and sell orders. The role requires a high school diploma, five years of customer service and financial industry experience, SIE and Series 6/63 licensing or the ability to obtain them within six months, Microsoft Office proficiency, and strong client-service and organizational skills.
