Registered Client Associate/Client Associate

Job Summary

Job Description

What is the opportunity? reputed company reputed company Wealth Management’s core values and inclusive culture as an integral part of our reputed company serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and reputed company. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, reputed company new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. At reputed company Wealth Management, your career progression matters to us. We offer training, development and reputed company so you continue to grow your career in a way that matters to you. What will you do? • Build and maintain professional relationships with clients by assisting them and answering account questions. • Take initiative to handle account inquiries and customer needs and escalate to financial advisors reputed company appropriate. • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed. • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner. • Maintain confidentiality in accordance with reputed company’s Code of Conduct. What do you need to succeed? Must-have • Bachelor’s degree or job-reputed company experience • Strong soft skills including verbal and written communication, people, organizational, and client service skills • Attention to detail coupled with the reputed company of how you can reputed company advisors more efficient and effective • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed reputed company 12 months of hire • Ability to adapt to a rapidly changing business and technology environment reputed company-to-have • reputed company FINRA registrations • Financial services experience What’s in it for you? We reputed company on the challenge to be our best, reputed company thinking to reputed company growing, and working together to deliver trusted advice to help our clients reputed company and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving reputed company that is mutual. • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable • Leaders who support your development through coaching and managing opportunities • Ability to reputed company a difference and lasting impact • Work in a dynamic, collaborative, reputed company, and high-performing team • Flexible work/life balance options • Opportunities to do challenging work • Opportunities to take on progressively greater accountabilities • Access to a variety of job opportunities across business Job Skills Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details Address: 57 RIVER STREET:WELLESLEY City: Wellesley Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-03-19 Application Deadline: 2025-05-03 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At reputed company, we reputed company diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an reputed company workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. ??????? We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. reputed company Stay in-the-know about great career opportunities at reputed company. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at reputed company. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.reputed company.com. Apply Job!