Registered Client Service Associate :
Fanning Personnel has an immediate need for a Registered Client Service Associate for a boutique wealth management firm in the Austin, TX area on a full-time direct hire basis.
The Registered Client Service Associate will serve as a resource for the sole proprietor and manage all aspects of client service and execute on operational needs in a timely manner.
In this role you will serve as the voice of the firm, working independently and taking initiative to resolve client issues.
Registered Client Associate Responsibilities :
- Client interactions : Setting up accounts, sharing progress with financial advisors, and leading client interactions
- Educating clients : Informing clients on account services and capabilities, such as how to use online services and paperless options
- Building portfolios : Building customer portfolios and preparing portfolio materials for client meetings
- Sales support : Providing sales support and giving quotes to customers
- Document collection : Collecting documentation to set up new accounts
- Communication : Keeping in touch with clients through various communication channels, such as email and birthday cards
Registered Client Service Associate Requirements :
- 2 5 years operational experience within the financial-services industry, preferably in a broker / dealer or registered-investment-adviser environment
- Ability to work independently to research and resolve client issues
- Tech savvy and proficiency with Windows, Word, and Excel
- An understanding of appropriate paperwork and procedures necessary to process transactions
- Strong organizational, analytical, communication and interpersonal skills
- Ability to work effectively in a fast-paced and deadline-oriented environment
- Excellent written and verbal communication skills
- Completion of Series 7 and Series 63 (or equivalent)
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