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 includes administrative duties such as phone support, calendar and meeting coordination, travel itineraries, expense reporting, and document filing. Candidates need 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 role reports to the Business Service Officer.
