Registered Client Service Associates assist with business development and growth by engaging and utilizing the full capabilities of the firm
Job Summary
Registered Client Service Associates assist with business development and growth by engaging and utilizing the full capabilities of the firm.
Key responsibilities include cultivating client relationships, processing requests, resolving inquiries, onboarding accounts, and preparing financial materials.
The role involves partnering with Financial Advisors, supporting marketing strategies, and performing administrative duties to support daily business practices.
Matching Summary
Registered Client Service Associates assist with business development and growth by engaging and utilizing the full capabilities of the firm.
Skills & Requirements
Must-have
Client relationship management
Processing client requests
Resolving client inquiries
Onboarding and maintaining client accounts
Inputting orders for clients
Preparing client meeting materials
Nice-to-have
Elevated standard of care
Engaging full firm capabilities
Support team marketing strategy
Proactive firm initiative participation
Peer sharing and collaboration
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred