Description
The Registered Client Service Associate provides client-facing support to Financial Advisors, Private Wealth Advisors, and their teams by handling account information, money movements, onboarding, digital-tool enrollment, order entry, and general client-service questions. The role also supports administrative functions such as calendars, travel, expense reports, and in-office support. Candidates need a high school diploma or equivalent, at least five years of industry experience, relevant Series 7, 66, 63, and 65 qualifications, and strong financial-services, Microsoft Office, writing, interpersonal, and client-service skills.
