Registered Client Service Associate
2 weeks ago
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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