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Registered Client Associate
Job Description
Onsite
A reputable financial services firm based in Vancouver, Washington, is seeking a Registered Client Associate to join its team. This company is well-known for providing clients with personalized wealth management strategies and full-service investment support. The main function of the Registered Client Associate role is to support financial advisors by assisting with client meetings, overseeing administrative tasks, and managing various portfolio-related operations. The role offers the opportunity to be part of a fast-paced office environment that fosters professional growth and provides a collaborative work culture. Great for someone with a solid background in financial services looking to take the next step in a supportive and dynamic workplace.
Registered Client Associate Responsibilities:
- Provide dedicated support to advisors by managing client-related tasks, organizing meetings, and handling portfolios
- Lead team huddles to prioritize tasks and ensure timely completion of daily objectives
- Assist in managing client meetings, ensuring smooth interactions and following up on client needs
- Handle ACH transfers, client paperwork, and other financial administrative tasks efficiently
- Oversee routine trading activities and general administrative support for ongoing financial operations
- Assist in onboarding clients and providing ongoing operational support for account management
Registered Client Associate Requirements:
- Series 7 and 66 licenses required (or Series 63/65 equivalent)
- At least 2 years of experience in a similar financial services role
- Strong knowledge of Microsoft Office Suite and CRM systems
- Experience in managing financial paperwork, administrative duties, and trading
- Ability to thrive in a high-performance, fast-paced office environment
- Excellent verbal and written communication skills, with the ability to engage clients professionally
- Familiarity with Thomson ONE, Envestnet, CRM, and Money Guide Pro is preferred
Benefits:
- Comprehensive health insurance
- 401(k) plan with employer match
- Generous PTO policy
- Opportunities for educational support, training programs, and employee wellness initiatives
Join a dynamic company specializing in comprehensive financial services, seeking a dedicated Registered Client Associate to support financial advisors, manage client interactions, and enhance operational efficiency!
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