Registered Client Service Associate – RIA and BD
The candidate will assume the position of Client Service Associate in supporting up to three reps/advisors at a well-established Atlanta firm.
The firm seeks experience in meeting needs for trading, money movement, and client-facing activity.
- Requires strong prioritization and time-management skills.
- Familiarity with SmartStation is highly desired.
- Familiarity with eMoney is also advantageous.
- Ensure compliance with various RIA and BD rules and industry requirements.
Education: Bachelor’s Degree or Higher (Required)
License/Certification: Series 7 (Preferred) and 66 License (Preferred)
Salary: Negotiable, based on experience
Job Type: Full-time
Benefits:
- 401(k)
Schedule:
- Monday to Friday
Work Location: In person