Registered Client Services Associate – Remote Opportunity

Finance
Santa Clara County
January 16, 2025
$70,000 - $80,000
Full Time
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  • Job Description

**To be eligible for this position, you must reside within 90 miles of the San Jose, CA area and hold an active Series 7 license

Are you ready to elevate your career in the financial services industry?
Join our client’s dynamic team as a Registered Private Client Services Associate in the Greater San Jose, CA Metro. While enjoying the flexibility of this full-time Work-From-Home position, you’ll be an integral part of a culture that values occasional in-person collaboration, fostering meaningful connections with your peers.

What You Will Do

In this role, you’ll enhance relationships with their esteemed high-net-worth clients. Managing assets ranging from $250,000 to $1 million, you’ll address complex service and investment needs, driving customer loyalty and unlocking business development opportunities.

Specific Responsibilities:

  • Engage with clients via inbound calls, offering guidance on products and service
  • Process customer requests, including options, equities, mutual funds, fixed-income trades, and specialized monetary transactions

What They Need From You

  • Active Series 7 license required (Series 63, 66, OR 65 Preferred)
  • 1-3 years of financial services industry experience
  • Strong technological savvy and a quick learner of new tools
  • Broad-based knowledge of financial planning concepts
  • Proven customer service and problem-resolution skills in a high-volume environment
  • Ability to influence and enrich the customer experience through consultative skill

Their Investment in You
Our client recognizes that its employees are its greatest asset. It offers a competitive total rewards package, including a stable base salary plus “uncapped” quarterly paid bonus incentives = $70,000 to $80,000** per year.
(**Job duties, location, relevant experience, and other factors will determine your placement within this compensation range**)

In addition to a competitive compensation, their comprehensive benefits package includes:

  • Market-leading retirement plans
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance, including student loan repayment and tuition reimbursement
  • Health care coverage, emotional well-being support, and more

If you are ready to take your “Next Career Step” with a company that values your contributions, Apply Now!

 

 

 

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