Registered Client Service Associate

Willenborg Wealth Management

Remote
Remote
High-touch critical administrative support
Effective communication across multiple platforms
Organize, manage, and track multiple tasks
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members

Job Summary

  • This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
  • Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Matching Summary

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.

Skills & Requirements

Must-have

  • High-touch critical administrative support
  • Effective communication across multiple platforms
  • Organize, manage, and track multiple tasks
  • Process and monitor transfer of assets
  • Prepare financial reports and spreadsheets

Nice-to-have

  • Dynamic team environment
  • Creative problem solver
  • High level of customer service
  • Calm and professional manner

Key Requirements

  • 1+ years securities industry experience preferred
  • SIE required
  • Series 7 required
  • Series 63, 65 and/or 66 required

Work Rights

Not specified

Tailored Resume

Cover Letter