1 Registered Client Service Associate Job in Fayetteville, NC
Sorry! This job is no longer available. Please explore similar jobs listed on the left.
gpac is Hiring a Registered Client Service Associate Near Fayetteville, NC
Reference: TW-RCSA-(4-4)-4
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 ofRegistered 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 forRegistered 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 tamara.washington@gogpac.com or contact Tamara @ 803-233-4427 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.
Job Summary
Full Time
Business Services
$50k-65k (estimate)
04/09/2024
05/07/2024
gogpac.com
SIOUX FALLS, SD
50 - 100
1990
ALYSSA HERMAN
$10M - $50M
Business Services
Related Companies
About gpac
Growing people and companies since 1990 with a blend of art and science. Our business and expertise are the recruitment and development of top talent. Building the right people, for the right companies, right now! We have the expertise, track record, and confidence to work on nearly any project, any time, anywhere. Our team, with collective experience of over 250 years, is passionate about what we do and 100% dedicated to being the best. We are committed to providing an unequaled standard of excellence to the clients and candidates we serve. We are extremely competitive, client focused, and re...alize that our value is in our ability to deliver the right solutions at the right time. We understand that candidates must be proven players that fit the philosophy, goals, and culture of your organization. Throughout our over 28 years of service nationally, we have built strong relationships with thousands of people by listening, understanding, and delivering. This has allowed us to become recognized as a leader within the staffing world!
More
Show less
The job skills required for Registered Client Service Associate include Client Service, Initiative, Problem Solving, Presentation, Organizational Skills, Financial Services, 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.
Similar Jobs
Popular Articles
