Senior Registered Client Service Associate
We are seeking a Registered Client Associate to support financial advisors and deliver an exceptional client experience.
This role is responsible for client communications, account servicing, money movement requests, new account openings, meeting coordination, and administrative support.
Qualifications:
The ideal candidate will have 3–7 years of financial services experience, strong organizational and client service skills, and the ability to manage multiple priorities in a fast-paced environment. FINRA licensing (SIE, Series 7, and Series 66 or equivalent) is preferred or must be obtained within a designated timeframe.
This is an excellent opportunity for a detail-oriented professional looking to grow their career within a collaborative wealth management environment.
Salary to 85k base + bonuses.
Please reach out to Thatiane Abrantes for immediate consideration
Compensation
$55,000.00-$85,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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