Registered Client Service Associate

Provide dedicated support to high producing advisor(s) by preparing portfolio materials, building financial plans, and leading client interactions.

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.