Looking for a highly experienced and self-sufficient Client Service Advisor with previous experience a background in supporting financial advisors and handling complex tasks related to account management and high-net-worth clients.
Responsibilities/Requirements
- Ideally 3-5 Years of CSA Experience- Must have a solid track record in client service and administrative roles within the financial services industry, with significant exposure to high-net-worth clients and account management.
- Experience working alongside financial advisors, assisting with client communications, account openings, transactions, and supporting them through the entire lifecycle of client interactions.
- Ability to independently monitor and manage multiple tasks, ensure timely follow-up, and handle outstanding information or paperwork without constant oversight.
- Familiarity with essential financial terms and processes, including the distinction between IRAs, individual accounts, investment products, and the various transaction types.
- Series 7 & 66 Licenses are required to be fully licensed (or willing to obtain if not already) to engage in activities related to securities trading and investment management. However, if a candidate brings substantial experience to the table and is not currently licensed, there may be room for flexibility.
- Background and credit check required
Salary & Compensation
- Base Salary : $60,000 - $75,000, with potential for bonuses depending on performance and experience. Can be negotiable.
- Extremely robust retirement plan with employer match, profit share and a pension.
- Health insurance not offered but we can provide a healthcare stipend if needed
Schedule: Standard Monday - Friday, 8am to 5pm