Wealth Client Services Associate

711 MS Smith Barney, LLC; Tysons (VA); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Incentive compensation and bonuses

Job summary

711 MS Smith Barney, LLC in Tysons, Virginia is seeking a Registered Client Service Associate to deliver exceptional service supporting Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills and the ability to assist clients with a wide range of financial needs.

The ideal candidate will have a High School diploma, relevant licenses, and experience in the financial services industry, with compensation ranging from $70,000 to $115,000 annually. The position also includes benefits and opportunities for bonuses.

Qualifications

• Active Series7 and Series66 or Series63 and Series65 licenses are required.
• Two or more years of industry experience preferred.
• Understanding of various financial products is necessary.

Responsibilities

• Support financial advisors in client relationships and transactions.
• Manage calendars and coordinate meetings.
• Prepare and submit expense reports at the direction of the FA/PWA.

Skills

Detail-oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time-management skills

Understanding of financial services products

Education

High School Diploma/Equivalency

College degree preferred

Job description

711 MS Smith Barney, LLC in Tysons, Virginia is seeking a Registered Client Service Associate to deliver exceptional service supporting Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills and the ability to assist clients with a wide range of financial needs.

The ideal candidate will have a High School diploma, relevant licenses, and experience in the financial services industry, with compensation ranging from $70,000 to $115,000 annually. The position also includes benefits and opportunities for bonuses.