Series 65 Licensed Client Associate

Job Summary

A company is looking for a Senior Client Associate to provide operational support for wealth managers in servicing high net worth clients.

Key Responsibilities

• Provide day-to-day operational and administrative support to wealth managers, ensuring exceptional client service
• Execute all client tasks, requests, and inquiries promptly and efficiently
• Streamline client onboarding processes and assist advisors with investment transactions and account management

Required Qualifications

• 2+ years of experience in a similar role with a registered investment advisory firm or broker-dealer
• High-energy, collaborative, and self-starter attitude with strong ownership mentality
• Strong technical skills in Google Suite applications and familiarity with MS Office
• Detail-oriented and organized with the ability to manage multiple tasks
• Adept at quickly learning and adopting new technologies