Senior Registered Client Service Associate- Stuart, Fl

Chartwell Investment Partners

Stuart, Florida, US
Client relationship management
Financial markets knowledge
Trading execution
Supports Financial advisors and their prospective and existing clients and other branch staff team members

Job Summary

  • Supports Financial advisors and their prospective and existing clients and other branch staff team members.
  • Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
  • Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.

Matching Summary

Supports Financial advisors and their prospective and existing clients and other branch staff team members.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial markets knowledge
  • Trading execution
  • Client onboarding
  • Expense management

Nice-to-have

  • Detail-oriented problem solver
  • Dynamic team environment
  • Mentorship capabilities
  • Proactive follow-up

Key Requirements

  • High School Diploma or equivalent
  • 5 years financial services experience
  • SIE required
  • Series 7 required
  • Series 63, 65 and/or 66 as required

Work Rights

Not specified

Tailored Resume

Cover Letter