Registered Client Service Associate; Stamford, CT

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The firm is seeking a Registered Client Service Associate to join our Branch office team in Stamford, Connecticut. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing databases, providing general organizational support, and client interaction. The ideal candidate will have a proactive mindset to anticipate business needs and will take on ad hoc project-oriented tasks. This role involves handling highly confidential information and preparing data for executive discussions and meetings.

• Provide administrative support, including creating, maintaining, and editing documents, spreadsheets, files, and presentations.
• Manage calendars and coordinate meeting logistics.
• Manage databases.
• Interact with and serve clients.
• Back-up support to other teams and within the branch.
• Perform ad hoc duties and work on special projects as needed.

• FINRA Registrations:
  Series 7 and 63/65 (or 66) required within the first six months of hire.
• Bachelor’s degree preferred.
• 1-2 years of financial services or fixed income experience is highly beneficial.
• Proficiency with MS Office (Word, Excel, Outlook, PowerPoint).
• Excellent communication skills with all levels of employees and clients, in a professional and friendly manner.
• Ability to meet deadlines and work effectively under pressure.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Other

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