1 Registered Client Service Associate Job in TX, TX
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Ascendo Resources is Hiring a Registered Client Service Associate Near TX, TX
Do you have 2 years of experience in the wealth management space and are looking to join a fantastic firm with a great office culture?
Ascendo Resources is hiring for a Client Service Associate who will support the Wealth Management team and work alongside C-suite level executives.
Job responsibilities :
- Assist in opening new accounts, tracking the money movement
- Client management - answering questions regarding accounts, policies, etc.
- Daily activity - reconciliations, transfers, review, etc.
- Paperwork and documentation
- Utilize CRM
Requirements :
- Bachelor's degree
- Active Series 7 and 53 / 66
- Work on site in Dallas, TX 5 days / week
Ascendo is a certified minority owned staffing firm, we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, retaliation, parental status, military service or any non-merit factor.
Job Summary
Full Time
Business Services
$51k-67k (estimate)
03/08/2024
04/10/2024
ascendo.com
FORT LAUDERDALE, FL
50 - 100
2009
Private
GUSTAVO PEA
$10M - $50M
Business Services
Related Companies
About Ascendo Resources
Ascendo is a provider of staffing and recruitment services for Human Resource, technology, finance and healthcare industry.
The job skills required for Registered Client Service Associate include Client Service, Wealth Management, CRM, etc. Having related job skills and expertise will give you an advantage when applying to be a Registered Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Registered Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Registered Client Service Associate positions, which can be used as a reference in future career path planning. As a Registered Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Client Service Associate. You can explore the career advancement for a Registered Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Registered Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Registered Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Registered Client Service Associate job description and responsibilities
Develop new business opportunities through client relations and option services.
03/15/2022: Boulder, CO
Maintain and update files as required by Financial Advisors on products and clients.
04/30/2022: Chattanooga, TN
Monitor current client portfolios by reviewing performance quarterly.
03/07/2022: Columbus, MS
Respond to phones and messages along with client requests.
03/03/2022: Parkersburg, WV
Oversee a team of customer service Associate's and ensure they are providing an exceptional client experience.
02/11/2022: Chicago, IL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Registered Client Service Associate jobs
The primary qualifications needed for a career as a registered client associate typically include an associate's degree in business and work experience in a financial institution.
02/26/2022: Racine, WI
Most employers prefer a bachelor’s degree, but it’s possible to work your way up into the position with the lesser degree.
03/18/2022: Fort Wayne, IN
You need basic investment and financial management knowledge, which is a foundation you build in business degree programs.
03/29/2022: Beaumont, TX
Find an entry-level position at a bank before pursuing this career.
03/27/2022: Evansville, IN
5 Years work experience as a Client Service Associate at either a Broker Dealer are needed to qualify for this job.
05/02/2022: Lincoln, NE
Step 3: View the best colleges and universities for Registered Client Service Associate.
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