Wealth Advisory Client Service Associate

PowerToFly; Lafayette (LA); On-site; USD 40,000 - 55,000; Full time

Job summary

PowerToFly is seeking a Registered Client Service Associate in Lafayette, Louisiana. This role focuses on delivering exceptional service to clients and supporting Financial Advisors daily.

The ideal candidate will have strong interpersonal skills and financial services knowledge, along with necessary licenses. Responsibilities include managing client accounts, transactional support, and ensuring excellent client interactions.

Qualifications

• High School diploma or equivalent required.
• Preferred experience of two or more years in the financial services industry.
• Active Series 7, Series 66 or 63, Series 65 licenses required.

Responsibilities

• Provide exceptional client service and support to Financial Advisors.
• Assist in onboarding and maintaining client accounts.
• Execute transactions and answer client inquiries.

Skills

Detail orientated

Exceptional writing

Client service skills

Time management

Team collaboration

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two or more years of industry experience preferred

Tools

Microsoft Office

Job description

PowerToFly is seeking a Registered Client Service Associate in Lafayette, Louisiana. This role focuses on delivering exceptional service to clients and supporting Financial Advisors daily.

The ideal candidate will have strong interpersonal skills and financial services knowledge, along with necessary licenses. Responsibilities include managing client accounts, transactional support, and ensuring excellent client interactions.