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Registered Wealth Management Client Associate
2 months ago
A global financial institution is looking to hire a Registered Series 7 Client Services Associate (CSA) to join one of their most Highly successful Wealth Management Team is looking
We are looking for candidates that have similar experience to the one described below:
- Proven track record of delivering exceptional client service: Provide proactive and responsive customer support to clients, addressing their inquiries, resolving issues, and ensuring a high level of client satisfaction within the wealth management team.
- Responsible for assisting a team of Financial Advisors with sales, operational and administrative support for Ultra High Net Worth international clients
- Supporting all aspects of the account opening and servicing process for personal accounts, corporate accounts and complex wealth structures (including Trusts, Foundations, Partnerships, PHC and PIC).
- Perform onboarding and processing of credit products (Lines of credit, Reg-T margin loans and Letters of Credit)
- Proactively engaged in seeking prospective clients and referring them to the appropriate line of business
- Managing the existing client base with the purpose of deepening the client relationship
- Daily monitoring of client household accounts to ensure they are within compliance guidelines.
- Annual account reviews (KYC, W8)
- Performing ACATs, fed wire transfers, ACH, checkbook ordering
Requirements:
- Bachelor in Finance, Management, Economics or Business Administration. (preferable)
- Two (2+) years banking related experience
- (BSA/AML) and Customer Identification Program (CIP) requirements/rules
- Bilingual: English / Spanish
- Active FINRA Series 7
Ascendo is a certified minority-owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
