Registered Client Service Associate

Job Type

Full Time

Your role

Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Your expertise

• series 7 and 66 licenses (preferable)
• financial services experience - ideally within a client facing team or years of experience in client service within the finance sector.
• Bachelor's degree or equivalent with a focus on business.
• excellent written and verbal communication skills, as well as organization skills
• attention to detail
• team player with pleasant interpersonal skills
• works with absolute discretion, tactfulness, and adaptability to changing demands