Registered Client Service Associate

Client Services Representative

As a Client Services Representative (CSR), you will play an integral role in client relationship management and provide critical support to our Financial Advisors. This position requires a Series 65 license. You must bring strong organizational skills, attention to detail, and the ability to work both collaboratively and independently within a team environment. The career path of this role can evolve into a service advisory role, it is important that you develop a deep understanding of the financial advisory business.

Key Responsibilities:

• Client Onboarding: Facilitate the smooth onboarding of new and additional client accounts by preparing necessary documentation, explaining processes to clients, and ensuring all client information is accurate and up-to-date.
• Documentation & Record Maintenance: Maintain thorough records of...