SIE, Series 7, and 66 Licensed Client Associate

Key responsibilities: Communicate directly with clients and advisors to resolve inquiries and provide timely updates on account activities Manage daily operational reports and collaborate with internal departments to ensure service delivery meets client expectations Maintain client management systems and assist with scheduling and preparing materials for client meetings

Required qualifications: 2+ years of financial industry experience, preferably in wealth management SIE, Series 7, and 66 licensed Strong background in client service with proven ability to work effectively in a remote environment Willingness to travel occasionally to build relationships with advisors