Are you truly service oriented? Do you know how to take care of people?

We're looking for a Registered Client Service Associate to:

• enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors.
• your knowledge of firm policy, procedures and
technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their
problems, and follow through to provide exceptional service.
• perform administrative duties that support
Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing,
etc).
• support and drive firm initiatives and maintain risk awareness and regulatory knowledge.