Registered Client Service Associate- Hallandale Beach, Fl

Chartwell Investment Partners

Hallandale Beach, FL, US
Base salary components included; + compensation ma...
Not specified (assumed to be onsite based on the job location)
Series 7 license required
Sie certification required
Crm software proficiency
Chartwell Investment Partners is seeking a Registered Client Service Associate in Hallandale Beach, FL, to support financial advisors and clients by providing exceptional administrative assistance in a fast-paced environment. The ideal candidate should possess strong communication skills, attention to detail, and the ability to manage multiple tasks efficiently

Job Summary

  • This role provides high-quality administrative support to financial advisors, prospective clients, and branch staff in a fast-paced 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 options.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a Registered Client Service Associate in Hallandale Beach, FL, to support financial advisors and clients by providing exceptional administrative assistance in a fast-paced environment. The ideal candidate should possess strong communication skills, attention to detail, and the ability to manage multiple tasks efficiently.

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 certification required
  • CRM software proficiency
  • Excel spreadsheet development
  • Client account onboarding
  • Asset transfer processing

Nice-to-have

  • Creative problem solving skills
  • High volume interaction management
  • Proactive follow-up initiative
  • Team collaboration abilities
  • Fast-paced environment adaptability

Key Requirements

  • High School Diploma or equivalent
  • Series 7 license (required)
  • SIE exam (required)
  • Series 63/65/66 as required by state
  • 1+ year securities industry experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter