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Brokerage Registered Client Service Associate
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Full-time
- This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
- Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
- Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.
- Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
- Submit and process certain operational requests as instructed by the Financial Advisor and/or client.
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