What are the responsibilities and job description for the Registered Client Services Associate position at Walrath Recruiting, Inc.?
Salary: $60,000 - $80,000
Job Title: Registered Client Services Associate
Job #: 5999
Location: Clifton Park, NY
Category: Financial Services
Position Type: Full-time, Permanent
Description:
Our client is currently seeking a Registered Client Services Associate to join their team. This is a full-time, permanent position.
Responsibilities Include:
- Support account administration, including scheduling, account setup, online access, transactions, and beneficiary maintenance.
- Build and maintain client and business relationships through occasional meetings.
- Ensure branch growth through collaboration with the branch team and Financial Advisors.
- Ensure meaningful contributions to their future business plan.
- Develop a deep understanding of client needs and concerns, ensuring alignment of goals.
- Work in collaboration with client’s financial and legal team.
Qualifications:
- Series 7 and 66/63 are required.
- NYS Life, Accident, & Health license is preferred.
- A bachelor’s degree is preferred.
- 3-5 years of working in wealth management services is preferred.
- Excellent written and verbal communication skills.
Hours & Benefits:
- M -F 8-5
- In-Person
- PTO
- Health, Dental, & Vision
- 401K
For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.
The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.
This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.
Salary : $60,000 - $80,000