Registered Client Service Associate-winston-salem Nc

Chartwell Investment Partners

Winston-Salem, NC, US
Base salary components included; + compensation ma...
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Series 7 license required
Sie exam required
5 years financial services experience
** Chartwell Investment Partners is seeking a Registered Client Service Associate in Winston-Salem, NC, to provide administrative support to financial advisors and their clients. The ideal candidate will possess strong communication and organizational skills, thrive in a fast-paced environment, and have relevant experience in the financial services industry. **

Job Summary

  • This role provides high-quality administrative support to Financial Advisors, their clients, and branch staff in a fast-paced environment.
  • The position requires managing daily interactions including quotes, meeting scheduling, and trading of discretionary and non-discretionary products.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a Registered Client Service Associate in Winston-Salem, NC, to provide administrative support to financial advisors and their clients. The ideal candidate will possess strong communication and organizational skills, thrive in a fast-paced environment, and have relevant experience in the financial services industry. **

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Series 7 license required
  • SIE exam required
  • 5 years financial services experience
  • High volume client interaction
  • Trading and account maintenance
  • CRM software proficiency

Nice-to-have

  • Creative problem solving skills
  • Mentoring junior team members
  • Experience with alternative investments
  • Marketing seminar assistance
  • Cross-training willingness

Key Requirements

  • Series 7 License
  • SIE Exam
  • Series 63/65/66 as required by state
  • High School Diploma or equivalent
  • 5 years financial services industry experience

Work Rights

Not specified

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