Wealth Client Services Associate

PowerToFly; Alpharetta (GA); On-site; USD 33,280 - 85,000; Full time

Benefits offered by this job

Medical and Dental Insurance

401(k) Plan

Paid Time Off

Job summary

A financial services firm is looking for a Registered Client Service Associate in Alpharetta, Georgia. The role involves providing exceptional client service and supporting Financial Advisors. Key responsibilities include managing client accounts, executing transactions, and assisting with digital tools. The ideal candidate will have strong interpersonal and organizational skills, possess active Series licenses, and have at least two years of experience in the industry. This opportunity offers competitive compensation and a comprehensive benefits package.

Qualifications

• Minimum two years of industry experience preferred.
• Active Series licenses required.
• Strong knowledge of financial services products needed.

Responsibilities

• Provide service coverage for financial advisors.
• Assist clients with account information.
• Onboard and maintain client accounts.
• Execute money movement transactions.
• Manage correspondence and scheduling for FAs.

Skills

Interpersonal skills

Organizational skills

Advanced Microsoft Office skills

Client service skills

Time management skills

Team collaboration

Detail oriented

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7

Active Series 66 or Series 63 and 65

Tools

Microsoft Office

Job description

A financial services firm is looking for a Registered Client Service Associate in Alpharetta, Georgia. The role involves providing exceptional client service and supporting Financial Advisors. Key responsibilities include managing client accounts, executing transactions, and assisting with digital tools. The ideal candidate will have strong interpersonal and organizational skills, possess active Series licenses, and have at least two years of experience in the industry. This opportunity offers competitive compensation and a comprehensive benefits package.