Up to 75 to 85K+ Sr Registered Client Service Associate at a prestigious firm in San Diego

Location: San Diego
Posted on: April 25, 2024

Job Description:

Our client is currently seeking a Senior Registered Client Service Associate. The ideal candidate will have at least 4 years of experience as a Client Service Associate, exemplary communication skills, both written and verbal, and an active Series 7 license to provide operational and administrative support to Financial Advisors at an esteemed firm in San Diego with high wealth and affluent clientele. The elected candidate will work with clients and prospective clients to anticipate and resolve any issues or needs that may arise. In addition to assisting clients, you also will be responsible for scheduling meetings, arranging travel, and on-boarding new clients. A Bachelor?s Degree is required along with the ability to multi task and not let anything slip through the cracks. The work place culture is high functioning while remaining professional and respectful. This is an amazing opportunity to work for a truly exceptional group. Interviews start this week. We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

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