Assistant to Financial Advisor

Our client, an Investment Firm, is seeking a Client Service Associate to support a Financial Advisor in a Delray satellite office. The position is on‑site, 4 days a week with Fridays from home. We are looking for someone with 1‑3 years of experience as a Client Service Associate in a similar role to help the Advisor grow her book of business.

The role includes acting as the primary point of contact for clients, managing administrative tasks, processing account transactions, and ensuring compliance.

Salary: 75,000 + bonus + full benefits

• Run reports for the Financial Advisor.
• Act as the primary point of contact for clients, managing administrative tasks, processing account transactions, and ensuring compliance.
• Enhance the client experience by maintaining accurate records to facilitate smooth business operations.
• Respond to inquiries via phone or e‑mail, resolving issues and providing information on products.
• Prepare documentation, onboard new clients, and manage account updates or maintenance.
• Process money movements, maintain CRM systems, and support financial advisors with marketing or meeting preparation.
• Adhere to firm policies, procedures, and regulatory requirements.

• Bachelor’s degree or equivalent experience in the financial services industry.
• Exceptional customer service, strong verbal/written communication, and proficiency in Microsoft Office.
• High attention to detail, strong organizational skills, and the ability to work independently or in a team.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) in the future.
• 1‑3 years’ experience working as a CSA.
• Must have excellent customer service skills.
• Must know Microsoft Business Office well.
• Must pass background check (fingerprinting is mandatory).
• Must be detail‑oriented.
• Must be able to work efficiently and independently.
• Must have excellent verbal and written communication skills.

If you meet the required qualifications and are interested in this role, please apply today.

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