Registered Client Service Associate

Job Summary

A company is looking for a Sr. Client Service Associate.

Key Responsibilities

• Provide administrative support to advisors, including managing client calls and scheduling appointments
• Maintain client management systems and assist with documentation for new business
• Educate clients on account services and collaborate with advisors to address client needs

Required Qualifications

• 2+ years of experience working with Financial Advisors and in brokerage/financial services
• 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
• Proficiency in Microsoft Office and CRM applications