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Client Service Advisor

2 months ago

saint peters, United States Global Recruiters of Mid-Cities (GRN) Full time

Client Service Advisor

An RIA client is seeking a Service Advisor for their firm in the St. Peters, MO area. The role is part Client Services and part Advisory.

Series 7 and 65 (or 66) is required


  • Collaborate with Financial Advisors and other team members
  • Perform service requests from FA's, as well as normal client service duties including, but not limited to: onboarding, client pre-meetings, reports, trades and client requests
  • Perform basic client advisory


Licensing required along with 3 years min experience