Series 7 and 66 Licensed Client Associate

Job Summary

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

Key Responsibilities

• Manage client inquiries and ensure timely service delivery
• Educate clients on account services and new technology
• Assist with account activities and maintain client management systems

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; CRM applications
• Strong organizational skills and ability to manage multiple projects
• Preferred Bachelor's degree in Business, Accounting, or Finance