Wealth Management Client Services Advocate

PowerToFly; Riverside (CA); On-site; USD 33,280 - 85,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Professional development opportunities

Supportive work environment

Job summary

A leading financial services firm is seeking a Registered Client Service Associate to enhance client relationships and manage accounts effectively. This role requires strong industry knowledge and the ability to communicate effectively with clients. Candidates must have at least two years of experience and hold relevant licenses such as Series 7 and 66. The firm offers a supportive work environment and comprehensive benefits, encouraging growth and development in the financial industry.

Qualifications

• Two or more years of industry experience preferred.
• Must hold Active Series 7 and 66 or 63 and 65.

Responsibilities

• Cultivate and enhance client relationships through active communication.
• Onboard and maintain client accounts, including money movement transactions.
• Prepare financial plans and client reports for meetings.

Skills

Strong industry, product, and branch procedures knowledge

Exceptional writing, interpersonal and client service skills

Detail oriented with superior organizational skills

Strong computer skills and knowledge of Microsoft Office products

Ability to work in a fast-paced, evolving environment

Education

High School Diploma/Equivalency

Active Series 7, 66 or 63

College degree preferred

Job description

A leading financial services firm is seeking a Registered Client Service Associate to enhance client relationships and manage accounts effectively. This role requires strong industry knowledge and the ability to communicate effectively with clients. Candidates must have at least two years of experience and hold relevant licenses such as Series 7 and 66. The firm offers a supportive work environment and comprehensive benefits, encouraging growth and development in the financial industry.