Walrath Recruiting
Salary:$65,000–$90,000
Job Title: ClientServicesAdvisor
Job#:5649
Location: Greenwich,NY
Category: FinancialServices
PositionType: Full-time, Permanent
Our client is currently seeking a ClientServicesAdvisor to join their team. This is a full-time, permanent position.
Responsibilities
Support account administration, including scheduling, account setup, online access, transactions, and beneficiary maintenance.
Build and maintain client and business relationships through occasional meetings.
Ensure branch growth through collaboration with the branch team and Financial Advisors.
Ensure meaningful contributions to their future business plan.
Develop a deep understanding of client needs and concerns, ensuring alignment of goals.
Work in collaboration with client’s financial and legal team.
Qualifications
Series 7 and 66/63 are required.
FINRA license and NYS insurance is required.
A high school diploma or equivalent is required.
A bachelor’s degree is preferred.
3-5 years of working in securities is preferred.
Previous management experience of other associate advisors.
Excellent written and verbal communication skills.
Hours & Benefits
M-F 8-5
Flexible work arrangements
In-Person
PTO
Health, Dental & Vision
401K
For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.
The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.
This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.
#J-18808-Ljbffr
Our client is currently seeking a ClientServicesAdvisor to join their team. This is a full-time, permanent position.
Responsibilities
Support account administration, including scheduling, account setup, online access, transactions, and beneficiary maintenance.
Build and maintain client and business relationships through occasional meetings.
Ensure branch growth through collaboration with the branch team and Financial Advisors.
Ensure meaningful contributions to their future business plan.
Develop a deep understanding of client needs and concerns, ensuring alignment of goals.
Work in collaboration with client’s financial and legal team.
Qualifications
Series 7 and 66/63 are required.
FINRA license and NYS insurance is required.
A high school diploma or equivalent is required.
A bachelor’s degree is preferred.
3-5 years of working in securities is preferred.
Previous management experience of other associate advisors.
Excellent written and verbal communication skills.
Hours & Benefits
M-F 8-5
Flexible work arrangements
In-Person
PTO
Health, Dental & Vision
401K
For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.
The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.
This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.
#J-18808-Ljbffr