Description
The Registered Client Service Associate supports new and existing clients by processing requests, authenticating clients, onboarding accounts, handling transactions, preparing financial plans and reports, and coordinating with Financial Advisors. The role also supports marketing, client events, administrative coordination, and professional development, while requiring Series 7, Series 66 or Series 63 and Series 65 licenses, a high school diploma or equivalency, and two or more years of industry experience preferred.
