Registered Client Service Associate

AscendHire; California; Remote; USD 75,000 - 80,000; Full time

Job summary

Join a dynamic financial services team as a Registered Private Client Services Associate. This remote opportunity allows you to engage with high-net-worth clients, managing assets and addressing complex investment needs. With a focus on customer loyalty and business development, you will play a crucial role in enhancing client relationships. The company values its employees and offers a competitive rewards package, including a stable salary and uncapped bonuses. If you are ready to elevate your career in a supportive environment that fosters growth and collaboration, this position is for you!

Benefits

Generous paid time off

Parental leave

Charitable giving employee match

Educational assistance

Health care coverage

Emotional well-being support

Qualifications

• Active Series 7 license and 1-3 years in financial services required.
• Strong customer service and technological skills needed.

Responsibilities

• Enhance relationships with high-net-worth clients through effective communication.
• Process customer requests for various financial transactions.

Skills

Customer Service

Problem Resolution

Financial Planning Knowledge

Technological Savvy

Consultative Skills

Education

Series 7 License

Series 63 or 66 License

1-3 years of financial services experience

Tools

Financial Software

Job description

This range is provided by AscendHire. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $80,000.00/yr

Registered Client Services Associate - Remote Opportunity

Series 7 license required

**To be eligible for this position, you must reside within 90 miles of the Sacramento County, CA area and hold an active Series 7 license

Are you ready to elevate your career in the financial services industry? Join our client’s dynamic team as a Registered Private Client Services Associate in the Greater Sacramento County Metro. While enjoying the flexibility of this Work-From-Home position, you’ll be an integral part of a culture that values occasional in-person collaboration, fostering meaningful connections with your peers.

What You Will Do

In this role, you’ll enhance relationships with their esteemed high-net-worth clients. Managing assets ranging from $250,000 to $1 million, you’ll address complex service and investment needs, driving customer loyalty and unlocking business development opportunities.

Specific Responsibilities

• Engage with clients via inbound calls, offering guidance on products and services.
• Process customer requests, including options, equities, mutual funds, fixed-income trades, and specialized monetary transactions.

What They Need From You

• Active Series 7, Series 63, or 66 required.
• 1-3 years of financial services industry experience.
• Strong technological savvy and a quick learner of new tools.
• Broad-based knowledge of financial planning concepts.
• Proven customer service and problem-resolution skills in a high-volume environment.
• Ability to influence and enrich the customer experience through consultative skills.

Their Investment in You

Our client recognizes that its employees are its greatest asset. It offers a competitive total rewards package, including a stable base salary plus quarterly paid "uncapped" bonus incentives ranging from $75,000 to $80,000 annually, depending on the position and eligibility requirements.

**Job duties, location, relevant experience, and other factors will determine your placement within this range**

Benefits

• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Health care coverage, emotional well-being support, and more.

Seize the opportunity to grow with our client. Apply Now!

Seniority level

Associate

Employment type

Full-time

Job function

Customer Service, Finance, and Other

Industries

Investment Management, Financial Services, and Banking