Registered Client Service Associate - Managed Program

We’re a diversified financial services leader seeking a Registered Client Service Associate to assist advisors in servicing clients, prepare financial plans, and process transactions.

Requirements

• Bachelors degree or equivalent
• 3 - 5 years relevant experience
• 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

Benefits

• 401k Matching
• Retirement Plan
• Generous Paid Time Off