Registered Client Associate

Chartwell Investment Partners

Remote
**
Service daily client inquiries
Open new client accounts
Process money movement
** Chartwell Investment Partners is seeking a Registered Client Associate to support financial advisors by managing client inquiries, account processes, and administrative tasks in a remote environment. The ideal candidate should possess strong communication skills, critical thinking abilities, and a solid understanding of the financial industry. **

Job Summary

  • The Registered Client Service Associate plays a critical role in the operations and communications in the office and is on the front lines of the client experience.
  • Essential duties include servicing daily client inquiries, opening new accounts, processing money movement, and preparing business summary reports.
  • This position requires significant knowledge of our industry, superb critical thinking skills, and the ability to effectively manage multiple projects.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a Registered Client Associate to support financial advisors by managing client inquiries, account processes, and administrative tasks in a remote environment. The ideal candidate should possess strong communication skills, critical thinking abilities, and a solid understanding of the financial industry. **

Skills & Requirements

Must-have

  • Service daily client inquiries
  • Open new client accounts
  • Process money movement
  • Client Relationship Management (CRM) software
  • Microsoft Office proficiency
  • Effective communication skills

Nice-to-have

  • Familiarity with tax, trust, and estate planning
  • Team-oriented environment
  • Proactive follow-up

Key Requirements

  • 7 & 66 licenses
  • Bachelor’s degree preferred OR equivalent industry experience
  • 7 to 12 months general experience
  • Securities Industry Essentials Exam (SIE)

Work Rights

Not specified

Tailored Resume

Cover Letter