Private Wealth Management Registered Client Service Associate

Private Wealth Management Registered Client Service Associate provides exceptional client service and administrative support to Financial Advisors/Private Wealth Advisors and teams. Responsibilities include supporting client relationships, executing money movement, answering non-investment questions, entering and onboarding client information and documentation, educating clients on digital tools, maintaining accounts, handling orders in clerical capacity, supporting marketing efforts, and performing general administrative duties (calendar management, travel itineraries, expense reports). Requires strong interpersonal and written communication skills, familiarity with financial products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), and proficiency with Microsoft Office; licensing (Series 7/66/63/65) preferred or required depending on role; High School diploma or college degree preferred; ability to work in a fast-paced environment and collaborate with a team. Expected base pay range for the role is between $32,219 and $90,000 per year, with additional compensation potential.