The Registered Client Service Associate plays a critical role in the operations and communications in the office and is on the front lines of the client experience
Job Summary
The Registered Client Service Associate plays a critical role in the operations and communications in the office and is on the front lines of the client experience.
This position requires significant knowledge of the industry, superb critical thinking skills, and the ability to effectively manage multiple projects.
Associates are expected to grow professionally, work with others to achieve outcomes, and act with the client in mind as part of the firm's core values.
Matching Summary
The Registered Client Service Associate plays a critical role in the operations and communications in the office and is on the front lines of the client experience.
Skills & Requirements
Must-have
Process new client accounts
Manage client inquiries daily
Utilize CRM software effectively
Ensure accurate documentation submission
Coordinate mailings and gifting
Nice-to-have
Strong critical thinking skills
Ability to manage multiple projects
Proactive follow-up on tasks
Team-oriented work environment
High level of customer service
Key Requirements
7 & 66 licenses required
Bachelor's degree preferred or equivalent experience
Familiarity with tax, trust, and estate planning preferred