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Registered Client Associate

2 months ago

Naples, Florida, United States Harrison Gray Search Full time
About the Role

Harrison Gray Search is seeking a highly skilled and motivated Registered Client Associate to join our team in Naples, FL. As a key member of our financial services team, you will play a critical role in delivering exceptional client service and supporting the growth of our business.

Key Responsibilities
  • Client Service
    • Provide top-notch client service, responding to client inquiries and resolving issues in a timely and professional manner.
    • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
    • Collaborate with financial professionals to deliver personalized service and support.
  • Financial Operations
    • Process client transactions, including trades, deposits, and withdrawals.
    • Manage client accounts, ensuring accurate and up-to-date information.
    • Assist with new account openings and maintain client records.
  • Administrative Support
    • Provide administrative support to financial professionals, including data entry and document preparation.
    • Maintain accurate records and reports, ensuring compliance with regulatory requirements.
    • Contribute to the upkeep and image of our branch, ensuring a positive client experience.
Requirements
  • Education
    • Associate's degree in Business, Finance, or related field.
  • Experience
    • 3-7 years of relevant experience in financial services or a related field.
  • Licenses and Certifications
    • Series 7 and 66 (63/65) licensed.
  • Skills
    • Excellent communication and interpersonal skills.
    • Strong analytical and problem-solving skills.
    • Ability to work in a fast-paced environment and prioritize multiple tasks.
What We Offer
  • Competitive Salary
    • Salary commensurate with experience: $55,000 - $70,000.
  • Total Rewards Benefits Package
    • Medical, dental, and vision insurance.
    • Short-term disability, long-term disability, life insurance, and optional supplemental life insurance.
    • 401(k) plans with yearly match.
    • Flexible spending accounts.
    • Identity theft protection insurance.
    • Critical illness and accident insurance plans.
    • PTO: vacation, personal days, sick time, and volunteerism day.