Series 7 and 66 Licensed Client Service Associate
Job Summary
To support a team of advisors, the full-time remote Series 7 and 66 Licensed Client Service Associate will provide administrative assistance, manage client information, and facilitate effective communication with clients and internal departments.
Key responsibilities
- Answer phones, schedule appointments, and prepare materials for client meetings
- Maintain up-to-date client management systems and assist with account-related documentation
- Conduct proactive outreach to clients regarding time-sensitive activities and educate them on account services
Required qualifications
- 2+ years of experience in the financial industry, preferably in wealth management
- 2+ years of client service experience supporting clients and financial advisors
- Proficiency in Microsoft Word, Excel, PowerPoint, and CRM applications
- Series 7 and 66 licenses
- Bachelor's Degree preferred
Complete Job Description
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