Wealth Client Services Associate

PowerToFly; Fort Lauderdale (FL); On-site; USD 52,000 - 66,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career advancement

Job summary

A financial services company in Fort Lauderdale is seeking a Registered Client Service Associate to enhance client relationships and provide administrative support. Responsibilities include assisting Financial Advisors, executing transactions, and onboarding clients. The ideal candidate will have a High School diploma, professional certifications, and strong skills in financial products and Microsoft Office. This position requires excellent interpersonal abilities and attention to detail, offering a competitive environment with ample opportunities for growth.

Qualifications

• Knowledge of financial services products including equities and bonds.
• Detail oriented with superior organizational skills.
• Exceptional writing, interpersonal and client service skills are essential.

Responsibilities

• Provide service coverage for Financial Advisors and teams.
• Execute money movement transactions and answer client inquiries.
• Assist in onboarding and maintaining client accounts.

Skills

Knowledge of financial services products

Detail orientated

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Strong time management skills

Team player

Ability to work in a fast-paced environment

Goal oriented and self-motivated

Education

High School Diploma/Equivalency

College degree preferred

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

Two or more years of industry experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

A financial services company in Fort Lauderdale is seeking a Registered Client Service Associate to enhance client relationships and provide administrative support. Responsibilities include assisting Financial Advisors, executing transactions, and onboarding clients. The ideal candidate will have a High School diploma, professional certifications, and strong skills in financial products and Microsoft Office. This position requires excellent interpersonal abilities and attention to detail, offering a competitive environment with ample opportunities for growth.