Registered Client Associate - Up to $60K

Boston, MA 02109 5407

Posted: 07/24/2019 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 84218

Our client in Boston, MA is looking for a Registered Client Associate to join their team. In this role, you will be responsible for assisting in the management of client accounts for the financial advisors to which they are assigned. If you have a Bachelor’ s degree in Business/Finance or experience in the industry and at least four years of experience as a client associate for a financial firm, apply today!

Compensation: up to $60K

Responsibilities for the Registered Client Associate:
  •   Follow-up on all documentation and processes
  • Provide administrative support to the Financial Advisor(s)
  • Monitor money-line and action items for problems and address as they come up
  • Maintain updated documentation and letters of authorization/ACH forms

Requirements for the Registered Client Associate:
  • Bachelor’ s degree in Business/Finance or experience in industry
  • Series 7 and 63/66 registration
  • At least four years’ experience as a Client Associate for a financial firm
  • Experience with SmartStation preferred
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                     

  Employee Benefits
  • Full benefits package: medical, dental, and vision,
  • Short and long term disability
  • Life and critical illness insurance
  • Auto/home insurance discount
  • 401k plans
  • Flexible spending accounts
  • Paid vacation
  • Personal and sick time

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