Wealth Client Services Associate: Relationship & Support

PowerToFly; New Orleans (LA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Professional development opportunities

Supportive work culture

Job summary

A financial services firm is seeking a Registered Client Service Associate who will provide exceptional service to clients and support Financial Advisors in building relationships. Responsibilities include managing client transactions, onboarding new clients, and answering inquiries regarding accounts. The ideal candidate will have strong interpersonal skills, a knowledge of financial products, and previous industry experience. This role offers opportunities for growth within a dynamic work environment.

Qualifications

• Knowledge of financial services products, including equities, bonds, and mutual funds.
• Detail oriented with superior organizational skills and ability to prioritize.
• Two or more years of related industry experience are preferred.

Responsibilities

• Support Financial Advisors in cultivating client relationships.
• Execute client transactions as required.
• Answer client account-related inquiries.
• Manage client onboarding and account maintenance.

Skills

Knowledge of financial services products

Detail-oriented

Exceptional writing skills

Advanced Microsoft Office skills

Strong time management skills

Team player

Goal-oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or 63 and 65

Two or more years of industry experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A financial services firm is seeking a Registered Client Service Associate who will provide exceptional service to clients and support Financial Advisors in building relationships. Responsibilities include managing client transactions, onboarding new clients, and answering inquiries regarding accounts. The ideal candidate will have strong interpersonal skills, a knowledge of financial products, and previous industry experience. This role offers opportunities for growth within a dynamic work environment.