Registered Client Service Associate-winston-salem Nc
Willenborg Wealth Management
Winston-Salem, NC, US
Base salary components included; + compensation ma...
Not specified
Series 7 license required
Sie exam required
5 years financial services experience
Willenborg Wealth Management is seeking a Registered Client Service Associate to support financial advisors and their clients in a fast-paced environment. The ideal candidate should possess strong communication skills, organizational abilities, and experience in the financial services industry
Job Summary
This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff within a fast-paced environment.
The position involves managing client onboarding, trading discretionary products, monitoring investment performance, and ensuring regulatory compliance.
Employees benefit from a comprehensive package including medical, dental, vision, life insurance, retirement savings, and paid time off.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking a Registered Client Service Associate to support financial advisors and their clients in a fast-paced environment. The ideal candidate should possess strong communication skills, organizational abilities, and experience in the financial services industry.
Salary
Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible