Abacus Solutions Group | Client Services Associate | mays chapel, md
2 days ago
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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Client Services Associate
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Mays Chapel, United States Abacus Solutions Group Full timeA 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...
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