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 manages calendars, travel, expense reports, and in-office administrative tasks while supporting marketing and business-plan initiatives. It requires a high school diploma or equivalent, Series 7, Series 66, Series 63, and Series 65 qualifications, and two or more years of industry experience is preferred. The role reports to a Business Service Officer and offers an expected base salary of $34,320 to $90,000 per year.
