Wealth Client Services Associate

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

Benefits offered by this job

Comprehensive employee benefits

Opportunity for growth and development

Job summary

PowerToFly is seeking a Registered Client Service Associate in San Mateo, California. This role involves providing exceptional service to clients and supporting Financial Advisors and Private Wealth Advisors daily. Successful candidates will build trusted relationships with clients and execute various administrative tasks to enhance the overall client experience.

Candidates should have a high school diploma, industry experience, and strong interpersonal skills. The role offers a competitive salary and the opportunity to work with a leading financial company.

Qualifications

• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options and more.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Provide service coverage for FA/PWA/team.
• Educate clients on digital tools.
• Manage calendars and prepare expense reports.

Skills

Client service skills

Interpersonal skills

Detail oriented

Time management

Advanced Microsoft Office

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or 63 and 65

Job description

PowerToFly is seeking a Registered Client Service Associate in San Mateo, California. This role involves providing exceptional service to clients and supporting Financial Advisors and Private Wealth Advisors daily. Successful candidates will build trusted relationships with clients and execute various administrative tasks to enhance the overall client experience.

Candidates should have a high school diploma, industry experience, and strong interpersonal skills. The role offers a competitive salary and the opportunity to work with a leading financial company.