Registered Client Service Associate
$55,000–$95,000 year
On-site · Kirkland, Washington, United States
Kirkland, Washington, United StatesOn-siteFull Time$55,000–$95,000 yearMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
Provide client service and administrative support to a Financial Advisor/Private Wealth team; support daily client interactions, execute money movement transactions, answer non-investment questions, onboard and maintain client accounts, educate clients on digital tools, enter and pre-fill account documentation, accept orders and relay investment information, support marketing initiatives, and manage calendars, travel, and expense reporting in a fast-paced environment.
Required Qualifications
- Education: High School Diploma/Equivalency and 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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