Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • provide the team with a detailed calendar of activities Your expertise • series 7 and 66 licenses (preferable) • financial services experience - ideally within a client facing team or years of experience in client service within the finance sector. • Bachelor's degree or equivalent with a focus on business. • excellent written and verbal communication skills, as well as organization skills • attention to detail • team player with pleasant interpersonal skills • works with absolute discretion, tactfulness, and adaptability to changing demands