What are the responsibilities and job description for the Registered Client Service Associate position at Fanning Personnel?
REGISTERED CLIENT SERVICE ASSOCIATE (SERIES 7 REQUIRED)
A Naples Florida investment firm is seeking a Registered Client Service Associate to join a team of Financial Advisors / Planners.
The Associate will support Senior Financial Advisors and a Wealth Planning assisting in the day to day operational support for their HNW clients.
- On-board new clients, assist with wires, ADV's and process client request.
- Interact daily with the HNW clients, answer and respond to client requests.
- Assist with team marketing events, and develop marketing materials, and update the CRM
2 years of experience within a broker-dealer or RIA within a client service role
Series 7 required
Strong comp package and a hybrid work schedule.
