Registered Client Associate

We’re looking for a Registered Client Associate to:

• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• provide support for client relationship building and business development activities
• keep 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