We work together with our clients to achieve successfulness in their long term goals. It’s all about the relationships we build. Knowing your entire financial picture is just part of the process. We are much more than that.
George RegisterRegistered 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
George Register