Description
The Registered Client Service Associate provides client-facing service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include executing money movements, answering account-related questions, maintaining and onboarding client accounts, entering orders, supporting marketing and business plans, managing calendars and travel, and preparing expense reports. 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 $72,200 to $85,000 per year.
