Abacus Solutions Group | Client Services Associate | mays chapel, md

2 days ago


mays chapel, United States Abacus Solutions Group Full time

A reputable publicly traded financial services organization is looking for a Client Services Associate to support their Financial Advisors and Private Wealth Advisor Teams.


Responsibilities:

  • Support Financial Advisors and Private Wealth Advisors in cultivating and enhancing new and existing client relationships.
  • Assist with money movement transactions.
  • Answer client inquiries regarding noninvestment related activities.
  • Provide clients with details regarding account information.
  • Assist in onboarding new clients and maintaining existing clients.
  • Manage calendars and travel itineraries as needed.
  • Support the Financial Advisors marketing strategies.
  • Support firm's overall initiatives and special projects.


Requirements:

  • Bachelor degree preferred.
  • Prior client service experience within Financial Services.
  • Active Series 7 (GS) required.
  • Active Series 66 (AG/RA) required.
  • Active Series 63 (AG) required.
  • Active Series 65 (RA) required.


Compensation: $70K - $75K + Bonus.



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