Registered Client Service Associate

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s).

Requirements

• Bachelors degree or equivalent.
• 3 - 5 years relevant experience required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
• Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
• Able to communicate with all levels within the organization. Process oriented and can work with a team.
• Strong computer and software skills.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health, dental and life insurances