Wealth Client Service Associate — Client Support Pro

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

Job summary

PowerToFly is looking for a Registered Client Service Associate in Santa Barbara, California, to provide exceptional service to clients and support Financial Advisors. This role involves building trusted client relationships through various supportive tasks, including managing client accounts and executing transactions.

The ideal candidate should have a high school diploma, active financial licenses, and strong interpersonal skills. This position offers competitive pay and the chance to thrive in a dynamic environment.

Qualifications

• Two or more years of industry experience preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Knowledge of financial services products is essential.

Responsibilities

• Provide service coverage for Financial Advisor and support their marketing strategy.
• Execute money movement transactions and answer client inquiries.
• Onboard and maintain client accounts, including collecting necessary documentation.

Skills

Interpersonal skills

Detail oriented

Advanced Microsoft Office skills

Client service skills

Strong time management

Education

High School Diploma or Equivalency

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

PowerToFly is looking for a Registered Client Service Associate in Santa Barbara, California, to provide exceptional service to clients and support Financial Advisors. This role involves building trusted client relationships through various supportive tasks, including managing client accounts and executing transactions.

The ideal candidate should have a high school diploma, active financial licenses, and strong interpersonal skills. This position offers competitive pay and the chance to thrive in a dynamic environment.