Base: $34,320 - $90,000 py; bonus/equity: not spec...
On-site
Client relationship management
Money movement transactions
Digital tools enrollment
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Key responsibilities include executing money movement transactions, onboarding and maintaining client accounts, and managing calendars and travel itineraries.
The role requires active Series 7 and Series 66 or Series 63/65 licenses, with two or more years of industry experience preferred.
Matching Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Salary
Base: $34,320 - $90,000 per year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Calendar management
Expense report preparation
Nice-to-have
Client-first mindset
Fast-paced environment adaptability
Goal-oriented and self-motivated
Key Requirements
Active Series 7 (GS)
Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred