Senior Registered Virtual Client Service Associate
$31,200–$31,200 year
RemoteUnited States
Job Summary
Conduct daily proactive virtual support for financial advisors, managing client account maintenance including opening/maintaining accounts, submitting forms, and monitoring transactions. Communicate with assigned advisors to ensure needs are met, deliver client support such as meeting preparation and report running, and research complex situations while coordinating new client transitions through onboarding. Respond promptly to inquiries and requests, participate in ongoing training for technology usage, and assist prospective clients with platform education. Work independently in a fast-paced environment to drive tool adoption and enhance the client experience.
Required Qualifications
- Associate's degree
- five (5) years of licensed financial services industry service experience
- SIE required
- Series 7 required
- Series 63, 65 and/or 66 as required by state
- Ability to obtain additional securities and advisory state registrations if required by state
- High School (HS)
- 6 to 10 years
Desired Qualifications
- Branch experience
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