Registered Client Service Associate

Support Financial Advisor teams by cultivating client relationships, executing money movements, and answering non-investment account questions. Manage client onboarding, enter orders, and educate clients on digital tools while maintaining accurate profile information. Handle inbound and outbound calls regarding service requests, coordinate meetings, and prepare expense reports. Assist with general administrative functions such as copying, filing, and scanning documentation. Participate in firm training initiatives and support marketing efforts including website maintenance.