Our Financial Services firm is looking for a Registered Client Associate. Candidate must have a Series 7 and/or Series 66 license. Associate will report to Sr Partner. We are looking for a minimum 3 years experience in Financial Services. Duties will include interfacing with clients ( via phone/email/in person ), handle documentation, cash movements, beneficiary updates, and account changes, service requests, coordinate client onboarding, Coordinate with internal partners to resolve client and service issues, support compliance, operational and regulatory requirements. Monday thru Friday 9am to 5pm 100% in office.
Principals only. Recruiters, please don't contact this job poster.