Wealth Management Client Services Associate

711 MS Smith Barney, LLC; United States; On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Registered Client Service Associate to deliver exceptional service to clients and support Financial Advisors. This role involves building trusted relationships with clients, assisting with account management, and providing administrative support. Ideal candidates will possess strong interpersonal and organizational skills, be detail-oriented, and thrive in a fast-paced environment. Join a team committed to excellence and diversity, where your contributions will help shape the future of client service in financial services. If you are passionate about client relations and eager to grow in your career, this opportunity is perfect for you.

Qualifications

• High School Diploma required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.

Responsibilities

• Provide exceptional service to clients and support Financial Advisors.
• Assist with client onboarding and account management.
• Manage calendars and coordinate meetings for the team.

Skills

Interpersonal Skills

Detail Oriented

Organizational Skills

Client Service Skills

Time Management

Team Collaboration

Adaptability

Education

High School Diploma/Equivalency

College Degree Preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Office Suite

Job description

An established industry player is seeking a Registered Client Service Associate to deliver exceptional service to clients and support Financial Advisors. This role involves building trusted relationships with clients, assisting with account management, and providing administrative support. Ideal candidates will possess strong interpersonal and organizational skills, be detail-oriented, and thrive in a fast-paced environment. Join a team committed to excellence and diversity, where your contributions will help shape the future of client service in financial services. If you are passionate about client relations and eager to grow in your career, this opportunity is perfect for you.