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Registered Client Associate
Job Description
A successful wealth management firm in Encino, CA is seeking a Registered Client Associate to join their team! This role is to primarily support one wealth advisor in managing 300 households by managing client communications, processing financial transactions and handling a variety of operational tasks to ensure clients receive top-quality service. The ideal candidate has series 7 and 66 registrations, strong organization skills, attention to detail, and the ability to multitask in a dynamic finance services environment. This is an exciting opportunity to develop your financial services career at a friendly, low-stress firm that offers work-life balance, growth opportunities, great management and so much more!
Salary Range: $60,000 - $70,000 / year DOE
Registered Client Associate Requirements:
- Series 7 and 66 (or 63/65) registration required
- 2+ years of experience in financial services
- Knowledge of securities industry operations and products
- Familiarity with company policies and industry requirements
- High School diploma, GED, or comparable work experience (post-secondary education preferred)
- Proficient in Microsoft Word, Excel, and Outlook
- Strong mathematical aptitude and communication skills
- Good organizational and problem-solving skills
- Attention to detail and ability to manage multiple priorities in a deadline-oriented environment
Registered Client Associate Responsibilities:
- Support wealth advisors, managing 300 households by providing professional, courteous customer service to ensure client satisfaction
- Handle client communications, including phone calls and emails
- Process checks, ACH transfers, and open new accounts
- Execute simple trades and manage operational tasks per advisor directions
- Enter data into Microsoft Dynamics 365 CRM and set up clients on technological platforms
- Stay updated on market trends to engage in client conversations
- Compose and type letters and memoranda as needed
- Assist in developing and implementing periodic client mailings
- Monitor for potential problems and alert the advisor or Branch Manager
Benefits:
- Medical, Dental and Vision insurance
- 401k retirement plan with employer match
- Paid vacation time and sick leave
- Holidays off
- Opportunities for growth and development
- Additional insurances
- Employee-owned
- Great management and office culture that values work-life balance
Apply now!
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