Job Description
Registered Client Service Associate
Location: Raleigh, Charlotte, or Asheville, NC: Relocation assistance provided
"Client service ninja: stealthy, swift, and always ready to save the day!"
We are on the lookout for a dynamic Registered Client Associate/Licensed Wealth Management Associate boasting a minimum of 3 years of experience within the financial services realm. The ideal candidate will possess active FINRA Series 7 & 65 licenses along with a robust skill set, fueled by passion and determination, to cater to diverse client needs. Proficiency in managing high-net worth relationships is crucial, alongside the ability to engage with clients at all levels with confidence and professionalism. Warmth, patience, and courtesy are paramount in direct client interactions. Join us for an exciting journey blending professionalism with a touch of flair!
As the Registered Client Associate, your main gig revolves around being the right hand to our Financial Advisor/CEO. You'll dive into the nitty-gritty of client asset portfolios, jazzing up for meetings, whipping up performance reports, cracking open new accounts, and keeping tabs on existing ones. But it's not just number-crunching; you'll also be the go-to guru for tackling any challenges our clients throw our way, all while crafting authentic connections that stand the test of time. Let's make finance fabulous together!
Tasks of Registered Service Client Associate:
Shows accountability and initiative by taking ownership of tasks that drive the firm's success.
Delivers timely and accurate responses to client inquiries, making complex solutions easy to grasp.
Manages tasks from start to finish, ensuring transactions and processes are completed efficiently.
Excels in clear communication, both in person and through email, to convey the firm's message and investment strategies.
Keeps our CRM database up to date, streamlining workflows for enhanced efficiency.
Adheres to industry regulations and stays up to date with licensing and continuing education requirements.
Thrives in an autonomous role, adapting seamlessly to new responsibilities as the firm grows
Requirements for Registered Service Client Associate: Resides in or willing to commute to Raleigh, Charlotte, or Asheville, NC; relocation assistance available
Must possess active FINRA Series 7 & 65 licenses (Mandatory requirement)
Bachelor's degree is desirable
Demonstrates a client-centric approach, reliability, and analytical prowess
Exhibits exceptional communication and presentation abilities
Proficient in time and energy management, with strong organizational skills and the ability to prioritize effectively
Experience with investment reporting software, preferably Morningstar
Demonstrated track record of meeting deadlines and adept problem-solving skills
For immediate consideration regarding this Registered Service Client Associate Role, apply now. Resumes can be confidentially sent to ******** or contact Tamara @ ******** call/text.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
