Registered Client Service Associate

Leeds Professional Resources; Miami (FL); Remote; USD 70,000 - 110,000; Full time

Job summary

Leeds Professional Resources seeks a Sr. Registered Client Associate to join our client's team. The role supports financial advisors, aids in administering plans, and drives growth of client relationships through targeted campaigns.

Fluency in English and Spanish is required, with teamwork and a client-focused approach emphasized. The position requires a Series 7 license and the ability to operate in a fast-paced environment, handling multiple priorities and delivering accurate client

Qualifications

• Bilingual fluency in English and Spanish is required.
• Series 7 license is required.
• Strong attention to detail and ability to work in a fast-paced, deadline-driven environment.

Responsibilities

• Assist in delivering and executing financial plans in coordination with FAs and branch leadership.
• Support in developing and maintaining client relationships through productivity campaigns.
• Perform operational responsibilities as needed and compose effective client correspondence.
• Utilize firm technology to respond quickly to FA and client inquiries while supporting time management.
• Engage with clients to build trust and foster collaborative relationships with FAs and branch management.

Skills

Bilingual English/Spanish

Attention to detail

Team player

Deadline oriented

Education

Associate’s or Bachelor’s degree preferred

High School diploma

Job description

We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered Client Associate you will play an integral role in the success of the branch. You will assist in administering, marketing and growing client relationships, working closely with our Financial Advisors (“FAs”) to enhance and grow their business. This role requires fluency in English and Spanish.

Responsibilities

• Assisting in the delivery and execution of financial plans, supporting branch leadership and covering additional teams and PCAs as needed will be crucial to this position
• You will also help develop and maintain client relationships by organizing and implementing productivity-based campaigns
• You may be asked to perform operational responsibilities as well
• Able to compose effective client correspondence in accordance with established policies and procedures
• Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries
• Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary

Requirements:

• High School diploma; Associate’s or Bachelor’s degree preferred
• Series 7 required
• Fluency in English and Spanish
• Able to work effectively in a fast paced, deadline-oriented environment
• Strong attention to detail
• Able to work effectively as part of a team