Wealth Client Services Associate

PowerToFly; Washington (District of Columbia); On-site; USD 33,280 - 85,000; Full time

Benefits offered by this job

Medical, Prescription Drug, Dental, and Vision

401(k) and Short/Long Term Disability

Paid Time Off and holidays

Job summary

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have a strong background in financial services and exceptional interpersonal skills. Additionally, the role requires advanced organizational abilities to manage multiple tasks effectively. This position offers a comprehensive benefits package, including medical, dental, vision, and more, while promoting a commitment to diversity and inclusion.

Qualifications

• Two or more years of industry experience preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Knowledge of financial services products.

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Support in cultivating and enhancing client relationships.
• Onboard and maintain client accounts.

Skills

Knowledge of financial services products

Detail oriented with superior organizational skills

Advanced Microsoft Office skills

Exceptional writing and client service skills

Strong time management skills

Ability to multitask

Education

High School Diploma/Equivalency

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

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have a strong background in financial services and exceptional interpersonal skills. Additionally, the role requires advanced organizational abilities to manage multiple tasks effectively. This position offers a comprehensive benefits package, including medical, dental, vision, and more, while promoting a commitment to diversity and inclusion.