Registered Client Service Associate

Military, Veterans and Diverse Job Seekers; San Diego (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Military, Veterans and Diverse Job Seekers is seeking a Registered Client Service Associate in San Diego, CA. The role emphasizes client service, information management, and supporting the team with account-related tasks.

The ideal candidate will have Series 7/66 licenses (preferred), a business-focused degree, and strong communication and organizational skills to educate clients and prepare materials for meetings.

Qualifications

• Bachelor's degree or equivalent with a focus on business.
• Series 7 and 66 licenses preferred.
• Strong written and verbal communication; highly organized.

Responsibilities

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Skills

Communication skills

Organization

Team player

Discretion and tact

Education

Bachelor's degree in business

Tools

Series 7 license

Series 66 license

Job description

About the job Registered Client Service Associate

Job Type

Full Time

Your role

Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Your expertise

• series 7 and 66 licenses (preferable)
• financial services experience - ideally within a client facing team or years of experience in client service within the finance sector.
• Bachelor's degree or equivalent with a focus on business.
• excellent written and verbal communication skills, as well as organization skills
• team player with pleasant interpersonal skills
• works with absolute discretion, tactfulness, and adaptability to changing demands