Registered Client Service Associate - Greenwich, CT

Serve as the first point of contact to provide high-volume client service for prospective and existing clients and support Financial Advisors. Responsibilities include onboarding new clients, opening client accounts, researching client and security information, processing asset transfers, monitoring cash and investments, preparing financial reports and materials for client meetings, entering orders and rebalancing portfolios, maintaining CRM records, supporting marketing efforts, and participating in training and professional development; requires effective communication across multiple channels (phone, in-person, virtual, mail) and the ability to manage multiple priorities in a fast-paced environment; strong knowledge of financial concepts, securities industry practices, and CRM systems is expected.