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, managing calendars and travel, preparing expense reports, and supporting marketing and business-plan initiatives. 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 preferred; applicants must be authorized to work in the United States without visa sponsorship.
