2 Registered Client Associate Jobs in Vancouver, WA
Boutique Recruiting is Hiring a Registered Client Associate Near Vancouver, WA
Salary Range: $25 - $32 / hour DOE
Registered Client Associate Requirements
- Must have Series 7 and 66 (or 63/65) licenses
- 2 years of experience in a similar role within the financial services industry
- Proficiency in Microsoft Word, Excel (including formulas), Outlook, and CRM systems
- Strong client-facing skills, with a polished and professional demeanor
- Ability to work well under a micromanager and juggle multiple tasks efficiently
- Detail-oriented, diligent, and strong in customer service
- Familiarity with Thomson ONE, Envestnet, CRM, and Money Guide Pro is preferred
- Experience with Excel formulas is preferred
- Support two advisors by managing client interactions and operational tasks
- Participate in daily team huddles to discuss open client tasks
- Manage tasks using the CRM system, ensuring timely and efficient completion
- Handle an average of four client meetings per week, including greeting clients, settling them into meetings, and managing follow-up action items
- Provide excellent client service by handling client phone calls and emails
- Perform administrative tasks such as sending out checks, setting up ACH transfers, and opening new accounts
- Execute simple trades and manage paperwork as per advisor direction
- Maintain regular communication with clients, including closing out tasks and conducting annual reviews
- Stay informed about market trends and news to engage in meaningful conversations with clients
- Utilize technology effectively, including CRM systems and various financial platforms
- Medical, Dental and Vision insurance
- 401k retirement plan with employer match
- Paid vacation time and sick leave
- Holidays off
- Additional insurances
- Employee-owned
- Great management and office culture that values work-life balance
- Professional, familiar office work atmosphere
Job Summary
Full Time
Business Services
$72k-95k (estimate)
06/21/2024
07/12/2024
boutiquerecruiting.com
SAN DIEGO, CA
25 - 50
2014
INNESA ZAVULUNOVA
<$5M
Business Services
Related Companies
The job skills required for Registered Client Associate include Client Service, Customer Service, Attention to Detail, CRM, Financial Services, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Registered Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Registered Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Registered Client Associate positions, which can be used as a reference in future career path planning. As a Registered Client Associate, it can be promoted into senior positions as a Client Service Specialist IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Client Associate. You can explore the career advancement for a Registered Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Registered Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Registered Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Registered Client Associate job description and responsibilities
Maintain and update files as required by Financial Advisors on products and clients.
04/04/2022: Roanoke, VA
Monitor current client portfolios by reviewing performance quarterly.
03/19/2022: Johnstown, PA
Develop new business opportunities through client relations and option services.
04/04/2022: Worcester, MA
Respond to phones and messages along with client requests.
02/11/2022: Scranton, PA
Created a client experience by executing all phases of client service, client relationship building, and account maintenance.
03/21/2022: Los Angeles, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Registered Client Associate jobs
Executed client trades by analyzing account and market, making strategic recommendations that significantly maximize client profitability.
02/03/2022: Asheville, NC
Enhanced the client experience by servicing clients and providing operational and administrative support to Financial Advisers.
01/31/2022: Dothan, AL
Developed new client on-boarding process to ensure a consistent and optimal client experience.
01/19/2022: Fort Collins, CO
Step 3: View the best colleges and universities for Registered Client Associate.
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