Flexible Work, Better Balance
Job Overview:
As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This role is pivotal in enhancing the client experience, ensuring seamless account management, and upholding compliance standards. The ideal candidate is dedicated and detailed-oriented. Possess strong organizational skills, exceptional communication abilities, and a commitment to delivering outstanding client service.
Responsibilities:
Serve as the primary point of contact for clients, responding to inquiries, resolving issues, and educating clients on account services and online capabilities
Support onboarding of new clients by collecting required documentation and facilitating accurate, compliant account setup
Prepare and process account opening, maintenance, and transfer documentation, ensuring adherence to firm policies and regulatory requirements