Client Service Associate with FINRA Licenses

Job Summary

A company is looking for a Client Service Associate to join their growing Client Service team.

Key Responsibilities

• Assist new and existing clients through active communication and processing client requests during the transaction process
• Serve as the main point of contact for clients, facilitating trades and managing various transaction-related documents and requests
• Become a subject matter expert on the platform, leading demos for new clients and collaborating with cross-functional teams to enhance the client experience

Required Qualifications

• Bachelor's degree in economics, finance, or a related discipline
• 4+ years of client service or investor relations experience at a fund or financial services firm
• Strong understanding of alternative investments and the wealth management ecosystem
• Advanced working knowledge of Microsoft Office and CRM programs
• FINRA Registrations Series 7, 63 preferred or required within 6 months of hire