Wealth Client Support Specialist

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

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Job summary

A global financial services firm in California seeks a Registered Client Service Associate to provide exceptional service supporting Financial Advisors and their client relationships. Ideal candidates will have a strong client-first mindset, excellent interpersonal skills, and knowledge of financial products, with required licenses for the role. The firm offers significant opportunities for professional growth and a dynamic work environment.

Qualifications

• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Two or more years of relevant industry experience preferred.
• Knowledge of financial service products essential.

Responsibilities

• Provide service support for Financial Advisors/Private Wealth Advisors.
• Execute money movement transactions as requested.
• Answer non-investment related client questions regarding accounts.
• Educate clients on digital tools and services.
• Assist in the marketing strategies of FAs/PWAs.

Skills

Interpersonal skills

Detail oriented

Microsoft Office proficiency

Client service skills

Time management

Education

High School Diploma or equivalent

Preferred college degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

A global financial services firm in California seeks a Registered Client Service Associate to provide exceptional service supporting Financial Advisors and their client relationships. Ideal candidates will have a strong client-first mindset, excellent interpersonal skills, and knowledge of financial products, with required licenses for the role. The firm offers significant opportunities for professional growth and a dynamic work environment.