Wealth Management Client Service Associate (Licensed)

Cary Street Partners LLC; Tampa (FL); On-site; USD 60,000 - 65,000; Full time

Job summary

Cary Street Partners LLC in Tampa, FL is seeking a Client Service Associate – Registered to support the Wealth Management Group.

You will open and maintain client accounts, reconcile custodial data, interact with clients, advisors, and custodians, and help prepare proposals and client deliverables. Requires SIE and Series 7, and a bachelor’s or associate degree. Travel may be required.

Qualifications

• Bachelor’s degree or Associate degree required.
• SIE and Series 7 licensed; Series 66 preferred.
• Experience in financial services and custodial/client relationship systems preferred.

Responsibilities

• Provides primary support to the Wealth Management Group.
• Opens new accounts and maintains client accounts.
• Executes trades and conducts account reconciliation.
• Discusses client options and supports informed decision-making.
• Prepares correspondence, proposals, and client deliverables with advisors.
• Maintains client files and CRM data; adheres to compliance standards.
• Travels for company training and CSA events.
• Manages daily office administrative functions and client communications.

Skills

SIE license

Series 7 license

Series 66 preferred

Custodial systems knowledge

CRM software experience

eMoney knowledge

Education

Bachelor’s degree or Associate’s degree

Job description

Cary Street Partners LLC in Tampa, FL is seeking a Client Service Associate – Registered to support the Wealth Management Group.

You will open and maintain client accounts, reconcile custodial data, interact with clients, advisors, and custodians, and help prepare proposals and client deliverables. Requires SIE and Series 7, and a bachelor’s or associate degree. Travel may be required.