Registered Client Service Associate

Support Financial Advisor and Private Wealth Advisor teams by cultivating client relationships, executing money movement transactions, and managing account documentation in a clerical capacity. Answer non-investment related inquiries, onboard clients into digital tools, and accept orders while maintaining current knowledge of firm policies and platforms. Handle inbound and outbound calls regarding service requests, coordinate meetings with logistics, and manage travel itineraries and expense reports. Assist with general in-office support functions including copying, filing, and scanning.