Registered Client Service Associate - Princeton, Nj

Chartwell Investment Partners

Princeton, NJ, US
Base: $60,000.00 to $75,000.00; bonus/equity: not ...
Series 7 license required
Sie exam required
Crm software proficiency
This role provides high-quality administrative support to Financial Advisors and their clients within a dynamic team environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors and their clients within a dynamic team environment.
  • The position requires managing daily interactions, onboarding new clients, and ensuring all documentation meets firm and industry regulations.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

This role provides high-quality administrative support to Financial Advisors and their clients within a dynamic team environment.

Salary

Base: $60,000.00 to $75,000.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, life, disability, retirement, PTO

Skills & Requirements

Must-have

  • Series 7 license required
  • SIE exam required
  • CRM software proficiency
  • Excel spreadsheet development
  • Client onboarding and account opening
  • Asset transfer processing

Nice-to-have

  • Strong communication across multiple platforms
  • Ability to manage changing priorities
  • Proactive problem-solving skills
  • Experience in fast-paced environments
  • Marketing event assistance

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • Series 7 certification mandatory
  • SIE certification mandatory
  • Series 63/65/66 as required by state

Work Rights

Not specified

Tailored Resume

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