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, assisting with marketing and business plans, and handling calls, calendars, travel, expense reports, and general office support. The role requires a high school diploma or equivalent, active Series 7, Series 66 or Series 63 and Series 65, and two or more years of industry experience is preferred; applicants must be authorized to work in the United States without visa sponsorship.
