Wealth Client Services Associate — Private Wealth Support

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

Benefits offered by this job

Medical and dental insurance

401(k)

Paid time off

Employee benefits

Disability insurance

Job summary

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their clients. Responsibilities include managing client relationships, facilitating account transactions, and answering inquiries. Ideal candidates should have strong interpersonal skills, attention to detail, and experience in financial services. This position requires a high school diploma and active Series 7/66 licenses, with an emphasis on teamwork and organizational skills. Comprehensive benefits and a competitive salary range are offered.

Qualifications

• High School Diploma / Equivalency is required.
• Active Series 7 and Series 66 / 63 is necessary.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for FA/PWA/team.
• Educate or enroll clients in digital tools.
• Manage calendars including coordinating meetings.
• Assist with general in-office support functions.

Skills

Client support

Strong interpersonal skills

Detail oriented

Organizational skills

Advanced Microsoft Office skills

Time management skills

Ability to multitask

Team player

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63 and 65

Tools

Microsoft Office

Job description

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their clients. Responsibilities include managing client relationships, facilitating account transactions, and answering inquiries. Ideal candidates should have strong interpersonal skills, attention to detail, and experience in financial services. This position requires a high school diploma and active Series 7/66 licenses, with an emphasis on teamwork and organizational skills. Comprehensive benefits and a competitive salary range are offered.