Senior Client Service Associate - Series 7/66 (Hybrid)

Phyton Talent Advisors; Washington (District of Columbia); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Compensation package

Overtime eligible

Performance-based bonus

Comprehensive benefits

Job summary

Phyton Talent Advisors represents a prestigious private wealth management client seeking a Senior Registered Client Service Associate (CSA) in Washington, DC. You will support high-net-worth clients and financial advisors with service, account management, and operational tasks.

The ideal candidate holds active Series 7 and 66 licenses, brings 5+ years of wealth management experience, and excels in client service, accuracy, and CRM use.

Qualifications

• Active FINRA Series 7 and 66 licenses (or equivalent).
• 5+ years of experience in a client service or operational role in wealth management.
• Strong knowledge of investments, markets and industry regulations.
• Excellent communication, interpersonal and organizational skills.

Responsibilities

• Serve as primary contact for clients, handling inquiries and account requests.
• Support advisors with onboarding, account maintenance and portfolio administration.
• Process account transactions including transfers, disbursements and trades.
• Prepare reports, presentations and client review materials.
• Ensure compliance and accurate documentation across processes.
• Coordinate with custodians and vendors to ensure seamless service.
• Identify opportunities to enhance client relationships and efficiency.
• Support special projects to help grow the advisory team.

Skills

Client service

CRM systems

Portfolio management software

Microsoft Office

Attention to detail

Job description

Phyton Talent Advisors represents a prestigious private wealth management client seeking a Senior Registered Client Service Associate (CSA) in Washington, DC. You will support high-net-worth clients and financial advisors with service, account management, and operational tasks.

The ideal candidate holds active Series 7 and 66 licenses, brings 5+ years of wealth management experience, and excels in client service, accuracy, and CRM use.