Registered Private Client Associate

Forty-Five Group; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid parental leave

Generous paid time off

Referral bonus of $2,000 (eligible)

Employee ownership

Professional development assistance

Job summary

Forty-Five Group, a boutique executive search firm based in Houston, TX, is actively interviewing for a Registered Private Client Associate. You will assist in administering, marketing, and growing client relationships, working closely with Financial Advisors to enhance and expand their business.

This role demands strong client service, communication, initiative, and teamwork, with opportunities to lead productivity-based campaigns and handle occasional operational duties.

Qualifications

• Customer service and relationship-building demonstrated in client-facing roles.
• Clear, accurate client communications via phone and email.
• Proactive use of technology to support FA campaigns and time management.

Responsibilities

• Assist in administering, marketing and growing client relationships with Financial Advisors to enhance business.
• Perform operational responsibilities as needed to support branch activities.

Skills

Customer service

Communication

Initiative

Building relationships

Education

High School diploma

Associate’s or Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

Forty-Five Group is a boutique executive search firm based in Houston, Texas. It was founded on the principle of getting back to basics in recruiting. Our goal is to present clients with quality talent while providing candidates with a positive experience.

Please visit www.fortyfivegroup.com for more career opportunities.

We are actively interviewing candidates for a Registered Private Client Associate opportunity.

Our client is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

As a Registered Private 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 clients Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.

What You Are Good At

• Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
• Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. 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

What you have

• High School diploma; Associate’s or Bachelor’s degree preferred
• Prior office experience preferred but not required
• Series 7, 63 and 65, or 66
• Proficient skills in Word, Excel, PowerPoint, and Outlook
• Able to work effectively in a fast paced, deadline-oriented environment
• Strong attention to detail
• Able to work effectively as part of a team
• High ethical standards

Why work for us?

Benefits: Our client believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.

Our client is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.