Client Services Associate: Financial Advisory Support

PowerToFly; Carlisle; On-site; GBP 24,000 - 68,000; Full time

Job summary

A financial services firm in the United Kingdom is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. The ideal candidate will possess a high school diploma or equivalency, with a preference for a college degree and industry experience. The role involves building client relationships, onboarding, and maintaining accounts, as well as executing transactions. Strong interpersonal and organizational skills are crucial for success in this position.

Benefits

Medical and Dental benefits

401(k) plan

Paid Time Off

Employee discounts on various services

Qualifications

• High School Diploma/Equivalency is required.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) are necessary.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for Financial Advisors and teams.
• Onboard and maintain client accounts.
• Execute money movement transactions upon request.

Skills

Interpersonal skills

Organizational skills

Time management

Detail-oriented

Team collaboration

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and 65

Two or more years of industry experience Preferred

Tools

Microsoft Office

Job description

A financial services firm in the United Kingdom is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. The ideal candidate will possess a high school diploma or equivalency, with a preference for a college degree and industry experience. The role involves building client relationships, onboarding, and maintaining accounts, as well as executing transactions. Strong interpersonal and organizational skills are crucial for success in this position.