A reputable publicly traded financial services organization is looking for a Client Services Associate to support their Financial Advisors and Private Wealth Advisor Teams.

Responsibilities:

• Support Financial Advisors and Private Wealth Advisors in cultivating and enhancing new and existing client relationships.
• Assist with money movement transactions.
• Answer client inquiries regarding noninvestment related activities.
• Provide clients with details regarding account information.
• Assist in onboarding new clients and maintaining existing clients.
• Manage calendars and travel itineraries as needed.
• Support the Financial Advisors marketing strategies.
• Support firm's overall initiatives and special projects.

Requirements:

• Bachelor degree preferred.
• Prior client service experience within Financial Services required.
• Active Series 7 (GS) required.
• Active Series 66 (AG/RA) required.
• Active Series 63 (AG) required.
• Active Series 65 (RA) required.