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
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 and client-specific reports.
This position requires significant knowledge of the industry, superb critical thinking skills, and the ability to effectively manage multiple projects.
Matching 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.
Skills & Requirements
Must-have
Client relationship management software
Microsoft Office proficiency
Effective communication skills
Financial markets and regulations knowledge
Nice-to-have
Team-oriented environment
Proactive follow-up
Calm and professional demeanor
Key Requirements
7 & 66 licenses
Bachelor's degree or equivalent industry experience