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Registered Client Service Associate
Job Description
Onsite
A reputable company in Roseville, California, is looking for a registered client service associate to support a growing wealth management team. This onsite role will provide operational and administrative support to a financial advisor, including opening accounts, processing transfers and distributions, executing trades, and maintaining client records. The associate will also engage directly with clients, handling inquiries and ensuring a seamless client experience. The ideal candidate is fully licensed (Series 7, Series 66 or Series 63/65, and SIE), detail-oriented, and proactive, with strong customer service skills and a willingness to adapt to new technology. This is a great opportunity for someone who thrives in a collaborative, client-focused environment and is eager to grow within the wealth management industry.
Salary Range: $60,000 - $70,000 / year DOE
Registered Client Service Associate Responsibilities:
- Provide administrative and operational support to a Financial Advisor
- Open new accounts, process transfers, and handle client distributions
- Execute trade placements for clients in accordance with regulations and advisor direction
- Maintain and monitor client records, reports, and notifications for the book of business
- Proactively engage with clients via phone and email, addressing inquiries and providing outstanding customer service
- Step in to support other teams when needed, fostering a team-oriented, collaborative work environment
- Utilize Microsoft Dynamics 365 CRM, Thomson ONE, Envestnet, Money Guide Pro, and Microsoft Office Suite for daily operations
Registered Client Service Associate Requirements:
- Must be fully licensed: Series 7, Series 66 (or Series 63/65), and SIE
- Minimum 2+ years of experience in financial services
- Strong customer service skills with the ability to build relationships with clients
- Proficiency in Microsoft Office Suite; experience with CRM systems preferred
- Excellent problem-solving skills and ability to adapt to new technologies
- Ability to work onsite full-time
- Must pass a FINRA background and credit check
Benefits:
- Medical, Dental, and Vision insurance
- 401(k)
- Generous PTO, paid holidays, and parental leave
- Tuition reimbursement
- Discounted home, auto, and recreational vehicle insurance
- Charitable gift-matching and Davidson Day of Giving community involvement
Ready to join a dynamic and creative team? Apply now!
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