Registered Client Service Associate

Talent Wealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice located in Mason, OH is hiring an experienced Registered Client Service Associate professional on their growing team. This person will work within a wealth advisory team of experienced professionals to play an integral role in delivering an exceptional financial planning and advisory service experience to each client.

The RCSA will focus on client experience with specific attention in the areas of client onboarding, account transitions, relationship management, problem resolution, and process improvement.

This practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.

Requirements &/or

Qualifications:

• Minimum 3-5+ years of Financial services experience
• Series 7 and 66 licenses (or equivalent) preferred or the ability to obtain
• Strong attention to detail, communication, problem-solving, and analytical skills
• Ability to multi-task under pressure, work independently, and work in a team environment.
• Proficiency in Microsoft Suite
• Excellent written and verbal communication skills
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm

This practice offers excellent compensation and benefits and a great office culture.