Connecticut Licensed Client Service Associate

Job Summary

A company is looking for a Sr. Client Service Associate to provide administrative support to financial advisors.

Key Responsibilities

• Manage inbound client calls, schedule appointments, and prepare materials for client meetings
• Maintain client management systems and assist with documentation for new business
• Conduct proactive outreach to clients and advisors regarding time-sensitive activities

Required Qualifications

• 2+ years of experience working with financial advisors and support teams
• 2+ years of knowledge in the brokerage/financial services industry
• Bachelor's degree preferred in Business, Accounting, or Finance
• Series 66 (or Series 63/65) and Series 7 license or ability to obtain within 120 days
• Prior customer service experience in financial services required