Client Services Associate - Wealth Management Support

PowerToFly; Bethesda (MD); On-site; USD 33,280 - 88,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid Time Off

Disability insurance

Diversity and inclusion initiatives

Job summary

A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. Key duties include managing client relationships, executing transactions, answering inquiries, and robust administrative support. Candidates should possess a high school diploma, relevant licenses, strong interpersonal skills, and a detail-oriented work ethic. This role offers a competitive salary range and excellent benefits, ideal for motivated individuals seeking growth in the financial industry.

Qualifications

• High School Diploma/Equivalency required; college degree preferred.
• Two years of industry experience preferred.
• Knowledge of financial services products including stocks, bonds, and annuities.

Responsibilities

• Support FAs/PWAs in client relationships.
• Answer inquiries about client accounts.
• Onboard and maintain client accounts.

Skills

Interpersonal skills

Detail-oriented

Organizational skills

Advanced Microsoft Office skills

Client service skills

Time management skills

Team collaboration

Goal-oriented

Education

High School Diploma

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65 licenses

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. Key duties include managing client relationships, executing transactions, answering inquiries, and robust administrative support. Candidates should possess a high school diploma, relevant licenses, strong interpersonal skills, and a detail-oriented work ethic. This role offers a competitive salary range and excellent benefits, ideal for motivated individuals seeking growth in the financial industry.