| Type: | Full Time |
|---|
The Registered Client Associate role is a sales support position, typically providing dedicated administrative and sales support to multiple Financial Advisors.
Specific responsibilities may include but not be limited to:
Prospect for new business in addition to prospecting existing clients for new product and service offerings
Determine which clients are most appropriate to contact for specific initiatives & service offerings
Place certain unsolicited orders for designated clients, under Financial Advisor supervision
Serve as the main point of contact for established clients
Qualifications :
Undergraduate degree or equivalent experience preferred
Minimum of 1+ years professional experience required
Series 7 & 63/65 or 66 registration required
For details, please find job posting:
www.investmentbankcareer.com/company.php
Specific responsibilities may include but not be limited to:
Prospect for new business in addition to prospecting existing clients for new product and service offerings
Determine which clients are most appropriate to contact for specific initiatives & service offerings
Place certain unsolicited orders for designated clients, under Financial Advisor supervision
Serve as the main point of contact for established clients
Qualifications :
Undergraduate degree or equivalent experience preferred
Minimum of 1+ years professional experience required
Series 7 & 63/65 or 66 registration required
For details, please find job posting:
www.investmentbankcareer.com/company.php