Client Service Associate - Wealth Advisory Support

PowerToFly; Pasadena (CA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for career growth

Diversity and inclusion commitment

Job summary

PowerToFly seeks a Registered Client Service Associate in Pasadena, CA, dedicated to delivering exceptional service to clients and supporting Financial Advisor teams. The ideal candidate must possess strong interpersonal skills, be detail-oriented, and knowledgeable about financial products.

The role includes duties such as managing client relationships, executing transactions, and providing administrative support. Successful candidates will demonstrate proficiency in Microsoft Office and possess a working knowledge of the financial services industry.

Qualifications

• 2+ years of industry experience preferred.
• Knowledge of financial services products.
• Exceptional writing and client service skills.

Responsibilities

• Provide service coverage for an FA team.
• Execute money movement transactions.
• Support FAs in cultivating client relationships.
• Educate clients on digital tools.
• Manage calendar and schedule meetings.

Skills

Interpersonal skills

Detail oriented

Advanced Microsoft Office skills

Strong time management skills

Ability to work in a fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66/63/65

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

PowerToFly seeks a Registered Client Service Associate in Pasadena, CA, dedicated to delivering exceptional service to clients and supporting Financial Advisor teams. The ideal candidate must possess strong interpersonal skills, be detail-oriented, and knowledgeable about financial products.

The role includes duties such as managing client relationships, executing transactions, and providing administrative support. Successful candidates will demonstrate proficiency in Microsoft Office and possess a working knowledge of the financial services industry.