Detail-oriented and proactive, the remote New York Licensed Client Service Associate will support a growing wealth advisory team by managing meeting preparations, overseeing business processing, and supporting trades and transactions while working Eastern Time Zone hours. Key Responsibilities: Ensure all pre- and post-meeting tasks are completed, including agenda creation and action item tracking Manage and oversee operational workflows to ensure efficiency and accuracy in client transactions Support and process trades while maintaining compliance with regulatory requirements and company policies Required Qualifications: Experience in financial services operations Required licenses (series 7, 66, Life and Health) or willingness to obtain them within six months Familiarity with financial transactions, trading, and compliance requirements Strong organizational skills with the ability to manage multiple tasks and deadlines Tech-savvy with experience in CRM systems and remote collaboration tools
New York Licensed Client Service Associate in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.