Registered Client Service Associate
$31,200–$90,000 year
On-site · Norwell, Massachusetts, United States
Job Summary
Provide client support for Financial Advisors/Private Wealth Advisors/teams, including handling money-movement requests, answering general client questions, onboarding and maintaining client accounts, educating clients on digital tools, and supporting team marketing and administrative duties. Responsibilities include entering profile information and account documentation, relaying account details and balances, handling inbound/outbound calls, managing calendars and travel, and coordinating logistics for client service delivery. Required skills include strong MS Office proficiency, exceptional writing and interpersonal abilities, detail orientation, prioritization, teamwork, and ability to thrive in a fast-paced environment. Education and licensing requirements include High School Diploma or Equivalency with College degree preferred and Active Series 7 with Series 66 or Series 63 with Series 65, plus relevant industry experience.
Required Qualifications
- High School Diploma or Equivalency
- College degree preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Two or more years of industry experience preferred
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