Financial Services Associate

3 days ago


Memphis, Tennessee, United States TalentWealth Full time
Job Summary

We are seeking a highly motivated and detail-oriented Registered Client Associate to join our team at TalentWealth Recruiting. As a key member of our team, you will provide proactive support to financial advisors and assist with efficient, quality client service in a fast-paced office environment.

Key Responsibilities
  • Interact with clients daily to handle inquiries, provide quotes, and solicit orders from financial advisors.
  • Research client and security information through our back office system.
  • Process and follow up on client documentation to maintain accurate account records.
  • Prepare letters, forms, and spreadsheets to support client servicing and prospecting efforts.
  • Ensure client paperwork is up-to-date with firm and industry requirements.
  • Assist financial advisors with marketing efforts and participate in cross-training programs.
Requirements
  • Strong understanding of investment concepts, practices, and procedures.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage multiple tasks with changing priorities.
  • Series 7 and Series 63, 65, and/or 66 licenses preferred.
What We Offer

TalentWealth Recruiting offers a dynamic and supportive work environment with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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