Client Service Associate, Financial Advisory Support

Fwainvest; Washington (District of Columbia); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings

Paid time off including holidays and sick leave

Job summary

Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills.

The ideal candidate should possess a strong understanding of financial markets, have prior experience in the securities industry, and be ready to thrive in a dynamic environment. This position supports a high volume of client interactions and requires strong attention to detailed tasks.

Qualifications

• 1+ year of experience in the securities industry or related field.
• Ability to manage multiple tasks effectively in a fast-paced environment.
• SIE, Series 7, and other relevant licenses required.

Responsibilities

• Serve as the first point of contact for client inquiries.
• Process and monitor asset transfers and investments.
• Prepare financial reports and assist with marketing efforts.

Skills

Effective communication skills

Organizational skills

Client Relationship Management software

Financial market knowledge

Education

High School Diploma or equivalent

Tools

Excel

CRM software

Job description

Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills.

The ideal candidate should possess a strong understanding of financial markets, have prior experience in the securities industry, and be ready to thrive in a dynamic environment. This position supports a high volume of client interactions and requires strong attention to detailed tasks.