Description
The Registered Client Service Associate provides client-facing support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include account and profile administration, money movement transactions, order entry, client onboarding, account information, digital-tool enrollment, marketing support, phone and calendar coordination, travel and expense reporting, and general in-office support. The role requires a high school diploma or equivalent, active Series 7, Series 66, Series 63, and Series 65 licenses, and two or more years of industry experience is preferred; a college degree is also preferred. The position reports to the Business Service Officer.
