Registered Client Service Associate
Job Description
Join a Legacy of Excellence. Accelerate Your Career.
Step into a high-impact role at a privately held RIA managing $35B+ in assets for sophisticated HNW clients. With 50+ years of success, this firm blends institutional rigor with boutique agility while offering direct exposure to senior Portfolio Managers, meaningful client interaction, and a clear path for growth.
Why This Role Stands Out
- Direct mentorship from seasoned PMs & CFPs
- High visibility across investment strategy & client relationships
- Real career progression within a collaborative, entrepreneurial culture
Your Impact
- Serve as a trusted point of contact for clients, delivering white-glove service
- Ensure accuracy across account maintenance, billing, and compliance
- Prepare tailored client materials highlighting performance & strategy
- Drive process improvements through technology and innovation
What You Bring
- Bachelor’s degree in Finance, Economics, or a related discipline
- 1–2 years in the wealth or financial services industry
- Series 7 & 66 (or 63/65) licenses required
- Strong analytical, organizational, and communication skills
- Intellectual curiosity and a proactive, team-first mindset
If you’re seeking hands-on investment exposure, career acceleration, and a firm that invests in your future, this is your opportunity.