Registered Client Service Associate

2 weeks ago


St Charles, United States Global Recruiters Network Inc Full time

Client Services and Advisory

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



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