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Jobs / Management Consulting Analyst in United States of America
4 days ago
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RC
Royal Bank of Canada·4 days ago
4 days ago

Client Associate

Glastonbury, United States of AmericaFull-timeEntry · 0-2 years

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About this role

We are looking for a Client Associate to support our branch by assisting clients and advisors, managing account records, and ensuring compliance. This role requires strong communication and organisational skills, with a focus on delivering a client-first approach. Ideal for candidates with a bachelor’s degree or relevant experience and a client service mindset.

Skills

  • series 7 license
  • series 66 license
  • series 63 license
  • series 65 license
  • account management
  • customer service
  • compliance standards
  • client onboarding
  • fund transfer
  • securities trading
  • ach processing
  • wire transfer processing
  • financial records maintenance
  • problem resolution
  • client relationship management
  • finra registration
  • sales activities
  • oral communication
  • group problem solving
  • interpersonal relationship management
  • product services
H1B sponsor likely
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