Role details

Client Service Associate

Washington   •  Permanent

Bullet points

  • Client Service Associate needed
  • Candidate needed to support financial advisors, must have series 7 and 66

About Our Client

Arge welath management firm

Job Description

Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge.

The Successful Applicant

* 3 - 5 years of client service experience

* Series 7 and 66 licensed required

* High School Diploma or equivalent required; College Degree recommended

* Excellent skills in Microsoft Office Suite and other technologies

* Detail and service oriented

* Good written and verbal communication skills

* Team player with good interpersonal skills

What's on Offer

growth, competitive salary and bonus

Apply for this job

Click the Apply or LinkedIn button below or contact Brittany Gelrod quoting job reference 1193206
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