Registered Client Service Associate

Client Service Associates support both clients and advisors in the following areas:
• Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed
• Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
• Assist in preparing reports, presentations, and other materials for client meetings
• Process client requests and approvals, including account transactions, disbursements, and investment-related changes
• Open new accounts, gather and verify client information, and prepare and process required documentation
• Research and resolve complex or unique client inquiries in a timely and professional manner
• Prepare, track, and submit expense reports
• Maintain up-to-date knowledge of firm policies, procedures, and technology platforms

Your expertise:

• Bachelors degree required; preferred fields include communications, business, or finance
• Active Series 7 and Series 66 licenses required
• Approximately 3+ years of client service experience, preferably within the financial services industry
• Strong interpersonal communication skills with a client-first mindset
• Exceptional attention to detail and organizational abilities
• Ability to prioritize multiple tasks at once and adapt in a dynamic, fast-paced environment