Job Description
Description
We are seeking a Registered Client Associate to support financial advisors and deliver an exceptional client experience.
This role is responsible for client communications, account servicing, money movement requests, new account openings, meeting coordination, and administrative support.
Requirements
The ideal candidate will have 3–7 years of financial services experience, strong organizational and client service skills, and the ability to manage multiple priorities in a fast-paced environment. FINRA licensing (SIE, Series 7, and Series 66 or equivalent) is preferred or must be obtained within a designated timeframe.
This is an excellent opportunity for a detail-oriented professional looking to grow their career within a collaborative wealth management environment.
Salary to 85k base + bonuses.
Please reach out to Thatiane Abrantes for immediate consideration
Robert Half is the world’s fi...
We are seeking a Registered Client Associate to support financial advisors and deliver an exceptional client experience.
This role is responsible for client communications, account servicing, money movement requests, new account openings, meeting coordination, and administrative support.
Requirements
The ideal candidate will have 3–7 years of financial services experience, strong organizational and client service skills, and the ability to manage multiple priorities in a fast-paced environment. FINRA licensing (SIE, Series 7, and Series 66 or equivalent) is preferred or must be obtained within a designated timeframe.
This is an excellent opportunity for a detail-oriented professional looking to grow their career within a collaborative wealth management environment.
Salary to 85k base + bonuses.
Please reach out to Thatiane Abrantes for immediate consideration
Robert Half is the world’s fi...