Role OverviewClient Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
What You Will Do
Responsibilities include executing money movement transactions, answering client questions, and supporting Financial Advisors' marketing strategy.
Why It Might Be a Fit
The successful candidate will have strong interpersonal skills, be able to multitask, and be adaptable in a fast-paced environment.
Requirements
- High School Diploma/Equivalency
- College degree preferred
- Industry experience is a plus
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off
- Parental Leave
- Vacation Days
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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