Wealth Management Support Specialist

A leading investment firm in Jericho, NY is seeking a Registered Client Service Associate to support Financial Advisors in their operations. The successful candidate will manage client questions, develop knowledge of procedures, and assist with marketing efforts. Ideal applicants will have a Series 7, 63/65 (or 66) registration and 3+ years of experience in a corporate environment. Proficiency in MS Office and excellent organizational skills are essential for this role. This position offers a salary range of $50,000 to $60,000 plus potential bonuses. #J-18808-Ljbffr