Registered Client Service Associate - Rockville, Md

Chartwell Investment Partners

Rockville, MD, US
Base: $45,000.00-$80,000.00; bonus/equity: not spe...
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High volume of daily interactions
Onboarding new clients
Processing and monitoring asset transfers
** Chartwell Investment Partners is seeking a Registered Client Service Associate for their Rockville, MD branch. The ideal candidate will provide high-quality administrative support to financial advisors and clients, requiring strong communication and organizational skills in a fast-paced environment. **

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.
  • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a Registered Client Service Associate for their Rockville, MD branch. The ideal candidate will provide high-quality administrative support to financial advisors and clients, requiring strong communication and organizational skills in a fast-paced environment. **

Salary

Base: $45,000.00-$80,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • high volume of daily interactions
  • onboarding new clients
  • processing and monitoring asset transfers
  • preparing financial reports
  • inputting orders and rebalancing portfolios
  • maintaining CRM records

Nice-to-have

  • creative problem solver
  • effective communication skills
  • detail oriented
  • client-first approach
  • proactively follow up

Key Requirements

  • 1+ years securities industry experience
  • SIE required
  • Series 7 required
  • Series 63, 65 and/or 66 required
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter