What are the responsibilities and job description for the Registered Client Service Associate position at Lindberg & Ripple?
Company Description
Lindberg & Ripple is an independent investment and insurance advisory firm providing sophisticated Wealth Management and innovative Insurance Solutions for wealthy families, successful executives, and business owners. With over 40 years of experience, we offer individually tailored strategies, customized to meet our clients' unique financial goals. Lindberg & Ripple has offices in West Hartford, CT and Palm Beach Gardens, FL.
Role Description
This is a full-time on-site role for a Registered Client Service Associate. The successful candidate will be responsible for providing exceptional client service and internal support to our team of investment advisors. Daily tasks include handling client inquiries, managing account documentation, assisting with financial transactions, and coordinating with other team members to deliver seamless service. This role demands excellent communication skills and a strong understanding of investment-related client needs.
Qualifications
- Client Services, Customer Support, and Customer Service skills
- Strong Communication skills
- Understanding and knowledge of Investment Advisory client needs
- Experience in handling client inquiries and account management
- Ability to work collaboratively with team members
- Bachelor’s degree in Finance, Business, or related field preferred
- Securities license (advisory) preferred
Salary : $70,000 - $85,000