Providing operational support to a dynamic brokerage service team, the full-time Client Service Associate will manage client requests, ensure compliance with procedures, and assist with onboarding high-net-worth clients in a professional office environment. Key responsibilities: Manage day-to-day operations and administrative support for registered representatives, including client communication and scheduling Ensure compliance with paperwork and procedures for client requests while coordinating with internal departments Onboard new clients and process transfer paperwork, collaborating with the brokerage service team and custodians Required qualifications: High School diploma required; Bachelor's degree highly preferred 2-3 years of experience in the financial services industry Prior customer service experience in an office environment is helpful Notary designation is a plus; FINRA Series 7 preferred (can be obtained within 18 months) Strong proficiency in MS Word, Excel, and Outlook; experience with CRM systems like Junxure is a plus
Client Service Associate in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.