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 itineraries, expense reports, and in-office administrative tasks while supporting marketing and business-plan initiatives. A high school diploma or equivalent is required, a college degree is preferred, and the role requires active Series 7, Series 66, Series 63, and Series 65 registrations; two or more years of industry experience is preferred.
