Series 7 and 66 Licensed Client Associate

Job Summary

A company is looking for a Client Service Associate - Remote.

Key Responsibilities

• Provide administrative support to advisors, managing client inquiries and requests
• Educate clients on account services and assist with operational account activities
• Conduct proactive outreach to clients and prepare materials for client meetings

Required Qualifications

• 3+ years of experience in the wealth management industry
• 3+ years of prior administrative experience in a client-facing role
• 3+ years of experience with Microsoft Word and Excel; familiarity with CRM applications
• Strong organizational skills and ability to manage multiple projects
• Experience working with Financial Advisors and knowledge of brokerage/financial services