Financial Client Services Associate

PowerToFly; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Job summary

A financial services firm is seeking a Registered Client Service Associate to support Financial Advisors and enhance client relationships. The role involves executing transactions, answering inquiries, and educating clients on digital tools. Candidates should have a high school diploma, relevant Series licenses, and two years of preferred industry experience. Join a firm known for its commitment to diversity and inclusion, offering comprehensive employee benefits and a supportive environment.

Qualifications

• High School Diploma or equivalent required, college degree preferred.
• Series 7, Series 66, or equivalent licenses required.
• Two years of financial services industry experience preferred.

Responsibilities

• Support Financial Advisors in client relationship building.
• Handle money movement transactions and client inquiries.
• Educate clients on digital tools and maintain client accounts.

Skills

Knowledge of financial services products

Detail orientated with superior organizational skills

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Strong time management skills

Goal oriented and self-motivated

Ability to work in a fast-paced environment

Education

High School Diploma/Equivalent

College degree preferred

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

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

A financial services firm is seeking a Registered Client Service Associate to support Financial Advisors and enhance client relationships. The role involves executing transactions, answering inquiries, and educating clients on digital tools. Candidates should have a high school diploma, relevant Series licenses, and two years of preferred industry experience. Join a firm known for its commitment to diversity and inclusion, offering comprehensive employee benefits and a supportive environment.