Registered Client Service Associate
Company: GPAC
Location: Raleigh
Posted on: April 26, 2024
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Job Description:
Registered Client Service AssociateLocation: Raleigh, Charlotte,
or Asheville, NC: Relocation assistance provided"Client service
ninja: stealthy, swift, and always ready to save the day!"We are on
the lookout for a dynamic Registered Client Associate/Licensed
Wealth Management Associate boasting a minimum of 3 years of
experience within the financial services realm. The ideal candidate
will possess active FINRA Series 7 & 65 licenses along with a
robust skill set, fueled by passion and determination, to cater to
diverse client needs. Proficiency in managing high-net worth
relationships is crucial, alongside the ability to engage with
clients at all levels with confidence and professionalism. Warmth,
patience, and courtesy are paramount in direct client interactions.
Join us for an exciting journey blending professionalism with a
touch of flair!As the Registered Client Associate, your main gig
revolves around being the right hand to our Financial Advisor/CEO.
You'll dive into the nitty-gritty of client asset portfolios,
jazzing up for meetings, whipping up performance reports, cracking
open new accounts, and keeping tabs on existing ones. But it's not
just number-crunching; you'll also be the go-to guru for tackling
any challenges our clients throw our way, all while crafting
authentic connections that stand the test of time. Let's make
finance fabulous together!Tasks ofRegistered Service Client
Associate:
Keywords: GPAC, Burlington , Registered Client Service Associate, Other , Raleigh, North Carolina
Click
here to apply!
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