Senior Registered Virtual Client Service Associate

Chartwell Investment Partners

Base salary not specified; + compensation (cash or...
Fully remote
Series 7 license required
Sie exam required
Microsoft excel proficiency
The role provides proactive virtual support to financial advisors, managing client accounts and administrative tasks in a fast-paced environment

Job Summary

  • The role provides proactive virtual support to financial advisors, managing client accounts and administrative tasks in a fast-paced environment.
  • Candidates must hold a Series 7 license and SIE certification while demonstrating advanced Microsoft Excel skills for analyzing account information.
  • The position offers a comprehensive benefits package including medical, dental, vision, retirement savings, and paid time off.

Matching Summary

The role provides proactive virtual support to financial advisors, managing client accounts and administrative tasks in a fast-paced environment.

Salary

Base salary not specified; Additional compensation (cash or equity) may be included; Eligible for comprehensive benefits package

Skills & Requirements

Must-have

  • Series 7 license required
  • SIE exam required
  • Microsoft Excel proficiency
  • Client account management
  • Remote work capability

Nice-to-have

  • Branch experience preferred
  • Strong interpersonal communication
  • Ability to manage changing priorities
  • Proactive client outreach skills

Key Requirements

  • Associate's degree or equivalent combination of education and experience
  • Five years of licensed financial services industry experience
  • Series 7 and SIE certifications required
  • Six to ten years of general work experience
  • State-specific Series 63, 65, or 66 licenses as applicable

Work Rights

Not specified

Tailored Resume

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