Registered Client Service Associate

Employer Industry: Financial Services

Why consider this job opportunity:

• Salary up to $41.83/hour
• Opportunity for career advancement and growth within the organization
• Work remotely from any location
• Comprehensive benefits package including 401K matching, health benefits, employee stock options, and paid time off
• Supportive and collaborative work environment
• Chance to make a positive impact on client financial success

What to Expect (Job Responsibilities):

• Provide administrative support to financial advisors, including managing client calls, scheduling appointments, and preparing meeting materials
• Maintain up-to-date client management systems with relevant client information
• Assist with documentation requirements for new business and manage operational account activities
• Conduct proactive outreach to clients and advisors regarding time-sensitive activities
• Partner with financial advisors to strategize on client needs and may assist in executing trades as necessary

What is Required (Qualifications):

• Bachelor’s degree, preferably in Business, Accounting, or Finance
• Series 66 (or Series 63/65) and Series 7 license or ability to obtain within 120 days
• 2+ years of experience working with financial advisors and support teams
• 2+ years of brokerage/financial services industry knowledge
• Prior customer service experience in financial services required

How to Stand Out (Preferred Qualifications):

• Strong customer focus with excellent verbal and written communication skills
• Proven ability to manage multiple projects efficiently in a fast-paced environment
• Organized with a strong attention to detail and problem-solving abilities
• Outstanding interpersonal skills for building relationships with clients and colleagues
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications

#Financial Services #Remote Work #Career Opportunity #Competitive Pay #Client Support

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