Client Services Associate for Financial Advisors

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

Benefits offered by this job

Medical and dental insurance

Retirement savings

Paid time off

Job summary

Fwainvest in Washington, DC is hiring a Registered Client Service Associate to support financial advisors and clients. The ideal candidate will demonstrate strong communication skills across various platforms and effectively manage detailed tasks.

You will handle client inquiries, onboard new clients, and assist with financial documentation. This position requires a High School Diploma, experience in the securities industry, and relevant certifications. Join Fwainvest and develop your career in financial services.

Qualifications

• 1+ years of related work experience preferred.
• SIE, Series 7, and Series 63/65/66 certifications required.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Serve as first point of contact for client inquiries.
• Onboard new clients and manage account information.
• Prepare financial reports and assist in marketing efforts.

Skills

Effective communication

Organizational skills

Detail-oriented

Customer service

CRM software

Excel proficiency

Education

High School Diploma

Tools

Client Relationship Management (CRM)

Job description

Fwainvest in Washington, DC is hiring a Registered Client Service Associate to support financial advisors and clients. The ideal candidate will demonstrate strong communication skills across various platforms and effectively manage detailed tasks.

You will handle client inquiries, onboard new clients, and assist with financial documentation. This position requires a High School Diploma, experience in the securities industry, and relevant certifications. Join Fwainvest and develop your career in financial services.