Registered Client Associate

6 days ago


Naples, Florida, United States Harrison Gray Search Full time
Job Title: Registered Client Associate

Harrison Gray Search is seeking a highly skilled Registered Client Associate to join our team in Naples, FL. As a key member of our team, you will be responsible for delivering exceptional client service and supporting our financial professionals in achieving their goals.

Key Responsibilities:
  • Provide top-notch client service through direct communication, planning, and execution of client meetings and transactions.
  • Assist with new account openings, maintain client relationships, and ensure seamless business practices.
  • Collaborate with financial professionals to develop client financial plans and provide administrative support.
  • Stay up-to-date on compliance and firm policies, and participate in firm-sponsored training.
  • Contribute to a positive team morale and culture.
Requirements:
  • 3-7 years of relevant experience in financial services.
  • Associate Degree in Business, Finance, or related field.
  • Series 7 and 66 (63/65) licensed.
  • Proficient in Microsoft Office Suite and Google Suite.
  • Ability to sit for long periods and lift at least 10 pounds.
Compensation:
  • Salary commensurate with experience: $55,000 - $70,000.
  • Additional compensation of up to $10,000 per year.
  • Total Rewards Benefits Package, including medical, dental, and vision insurance, 401k plans, and flexible spending accounts.


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