Client Associate (Investment Services)

What this role involves

The role provides administrative and sales support to financial advisors, including client service, appointment scheduling, marketing campaigns, and trade assistance. Requires an associate's degree, two years of investment-based sales support experience, and a Texas driver's license. Preferred qualifications include a bachelor's degree and Series 7, 63, 65, and Group I insurance licenses.

Skills this posting asks for

• excel
• word
• access
• powerpoint
• series 7
• series 63
• series 65
• group i insurance license
• financial planning tools
• customer service
• telephone etiquette
• analytical skills
• problem solving
• confidentiality
• interpersonal skills
• organizational skills

Requirements

• 2 years of experience
• Level: mid
• Remote policy: onsite