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Continuum Advantage is Hiring a Remote Registered Client Associate
- Establish and maintain strong relationships with clients, ensuring their needs are met promptly and effectively.
- Provide timely and accurate account maintenance, transactions, and other requests as needed.
- Successfully navigate through complex operational issues and creatively resolve problems.
- Assist with the implementation, training, and support of new processes as the firm grows.
- Collaborate with financial advisors to provide comprehensive financial planning support to clients.
- Contribute ideas for improving client service and uncover additional business development opportunities.
- Full-Time
- Monday – Friday, 7:30am – 4:30pm
- In office to start, some hybrid flexibility 1 or 2 days per week depending on business needs
- $70,000 - $90,000 salary, depending on experience
- Medical and dental insurance
- Voluntary vision, short-term and long-term disability, life insurance
- 401(k) with company match
- Paid holidays as observed by the NYSE
- Paid Time Off
- Bachelor's degree in a related field preferred.
- 3-5 years of experience within wealth management required.
- Must have an active Series 7 and Series 66 license.
- Strong computer skills, including proficiency in Microsoft Office Suite and CRM software.
- Exceptional communication skills, both verbal and written.
- Strong problem-solving abilities and a proactive approach to addressing client needs.
- Ability to work collaboratively in a team environment.
- Demonstrated integrity, honesty, and a genuine commitment to client satisfaction.
Job Summary
Full Time
$68k-89k (estimate)
03/29/2024
05/28/2024
continuumadvantage.com
Waukee, IA
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The job skills required for Registered Client Associate include Client Service, Problem Solving, Microsoft Office, Integrity, Communication Skills, CRM, etc. Having related job skills and expertise will give you an advantage when applying to be a Registered Client 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 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 Associate positions, which can be used as a reference in future career path planning. As a Registered Client Associate, it can be promoted into senior positions as a Client Service Specialist IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Client Associate. You can explore the career advancement for a Registered Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Registered Client 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 Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Registered Client Associate job description and responsibilities
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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 Associate jobs
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Step 3: View the best colleges and universities for Registered Client Associate.
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