Series 7 Registered Client Service Associate
| Company | Hennion & Walsh |
|---|---|
| Location | Parsippany-Troy Hills, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior |
Requirements
- Bachelor’s degree or equivalent combination of education/experience
- Series 7 and Series 63 licenses
- Strong client service skills and attention to detail
- Highly professional work ethic
- Ability to handle multiple responsibilities and take initiative
- Excellent organizational and time management skills
- Highly professional verbal, written and interpersonal communication skills
- Knowledge and understanding of brokerage systems
- Microsoft Office (Word, Excel, and Outlook) proficiency
Responsibilities
- Provides sales/administrative/operational client service support to assist a team of financial advisors. May solicit and provide financial advice in unison with the team.
- Develop and maintain client relationships
- Proactively support the financial advisors in the selling process
- Provide administrative support to the financial advisors
Preferred Qualifications
-
No preferred qualifications provided.