Are you looking to utilize your client service skills to improve relationships? Do you wish to make an impact on a team and in clients’ lives? As a Registered Client Associate, you will partner with other team associates to provide exceptional service to our clients and operational support our team of Financial Advisors.

We’re looking for a Registered Client Associate to:

• Educate clients on account services and capabilities, including Online Services
• Collect the right documentation for opening new accounts and service requests
• Facilitate financial transfers at the request of clients or Financial Advisors
• Assist with onboarding new client relationships and maintaining consistent communication
• Keep client management systems up-to-date with tasks, client interactions, and notes
• Help with the preparation of reports and other materials for client meetings
• Become an invaluable team member who wants to be a part of the continued success of our business