Description
The Registered Client Service Associate supports new and existing clients by processing requests, authenticating clients, onboarding accounts, handling transactions and estate needs, preparing financial plans and reports, and coordinating with Financial Advisors. The role also supports marketing, client events, training, administrative coordination, and firm initiatives. Candidates need active Series 7, Series 66 or Series 63 and Series 65 designations, a high school diploma or equivalent, and preferably two or more years of industry experience and a college degree. The role reports to a Business Service Officer and offers an expected base pay range of $35,360 to $90,000 per year.
