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Registered Client Services Associate
7 days ago
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
The Role of the Registered Client Service Associate is to enrich the client experience by providing exceptional client service, supporting wealth management operational functions and serving as support to Financial Advisors. The Registered Client Service Associate is responsible for understanding firm policies, procedures and learning the technology tools provided by the firm.
DUTIES & RESPONSIBILITIES
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
Onboard new client accounts, which includes the collection of required documentation and client information.
Proactively participate in firm initiatives directed by management.
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness and licensing.
Perform administrative duties that support Financial Advisors in daily business operations.
Receive and execute trades and money movement requests.
Desired Skills & Qualifications
College degree preferred
Industry experience preferred
Series 7 or series 6 & 63
Strong computer skills and knowledge of Microsoft Office products
Exceptional interpersonal and client service skills
Detail orientated with superior organizational skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
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