Registered Client Services Associate
Company: Richardson eWealth Strategies Inc
Location: Stockton
Posted on: May 11, 2022
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Job Description:
Job Description Company Summary: At Richardson eWealth
Strategies our mission is simple, to provide down to earth,
personalized wealth management advice to individuals, families and
their businesses. We are looking for an additional hire to add to
the company. If you are looking for your next step in the financial
services industry, we want you to apply Position Description:
COMPENSATION: $50,000-$95,000 The Registered Client Services
Associate enhances the client experience by providing exceptional
client service and serving as administrative and operational
support to the Chief Executive Officer. In order to perform daily
business activities, it is required the Registered Client Services
Associate have active Series 7 and 66 (or 63 and 65) License.
Essential Duties and Responsibilities: -- Perform administrative
duties that support daily business practices, including but not
limited to, telephone coverage, coordination of client meetings and
file maintenance -- Maintain existing client relationships through
processing client requests and making sure key client information
and documentation is current -- Onboard new client accounts, which
includes the collection of required documentation and client
information -- Prepare financial reports, spreadsheets, and other
materials for client meetings -- Actively engage in available
training and education programs to maintain current status on
policies, procedures and risk awareness -- Prepares letters, forms,
and spreadsheets to assist with servicing existing clients and
prospecting for new clients. -- Creates and maintains records and
files. -- Ensures required client paperwork is current with firm
and industry requirements, rules, and regulations -- Performs other
duties and responsibilities as assigned. Educational/Experience :
-- High school diploma/equivalent required. -- College graduate
preferred. -- 1-2 years of industry experience preferred.
Licenses/Certifications: -- Series 7 required. Knowledge/Skills: --
Strong industry, product, and procedures knowledge. -- Detail
oriented with superior organizational skills and ability to
prioritize tasks. -- Exceptional writing, interpersonal and client
service skills. -- Strong computer skills. -- Team player with the
ability to collaborate with others. -- Ability to work in a
fast-paced, evolving environment. -- Operating standard office
equipment and using required software applications to produce
correspondence, reports, electronic communication, spreadsheets,
and databases. -- Use appropriate interpersonal styles and
communicate effectively, both orally and in writing, with all
organizational levels. To Apply: Please email us your resume, cover
letter, and salary requirements. JOB SUMMARY: Registered Client
Services Associate INDUSTRY: Financial Advisory Services LOCATION:
Walnut Creek, CA JOB TYPE: Part Time/Full Time SHIFT: Day
COMPENSATION: $50,000-$95,000 EOE committed to diversifying its
workforce. M/F/D/V
Keywords: Richardson eWealth Strategies Inc, Stockton , Registered Client Services Associate, Other , Stockton, California
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