Senior Private Wealth Client Services Associate

PowerToFly; Menlo Park (CA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career development

Inclusive work environment

Job summary

PowerToFly is seeking a Senior Registered Client Service Associate in Menlo Park, California. This role focuses on providing exceptional client service and supporting Financial Advisors through daily interactions. Candidates must have a strong background in client relationship management and financial services, along with required licenses.

The successful candidate will demonstrate excellent interpersonal skills and the ability to excel in a fast-paced environment. PowerToFly offers a comprehensive benefits package and a commitment to support its employees in their career journey.

Qualifications

• 5+ years of industry experience required.
• Demonstrated strong performance in current role for the prior 2 years, if applicable.
• Knowledge of financial services products is essential.

Responsibilities

• Provide service coverage for a Financial Advisor on a daily basis.
• Support client account onboarding and maintenance.
• Assist with administrative tasks and manage calendars.

Skills

Client relationship management

Strong interpersonal skills

Advanced Microsoft Office skills

Detail-oriented

Team player

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65 licenses

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

PowerToFly is seeking a Senior Registered Client Service Associate in Menlo Park, California. This role focuses on providing exceptional client service and supporting Financial Advisors through daily interactions. Candidates must have a strong background in client relationship management and financial services, along with required licenses.

The successful candidate will demonstrate excellent interpersonal skills and the ability to excel in a fast-paced environment. PowerToFly offers a comprehensive benefits package and a commitment to support its employees in their career journey.