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Saint Peters

    Registered Client Service Associate - St. Peters, United States - Global Recruiters of Mid-Cities (GRN)

    Global Recruiters of Mid-Cities (GRN)
    Global Recruiters of Mid-Cities (GRN) St. Peters, United States

    3 weeks ago

    Default job background
    Description

    Client Services and Advisory

    An RIA client is seeking a Service Advisor for their firm in the St. Peters, MO area. The role is part Client Services and part Advisory.

    Series 7 and 65 (or 66) is required

    • Collaborate with Financial Advisors and other team members
    • Perform service requests from FA's, as well as normal client service duties including, but not limited to: onboarding, client pre-meetings, reports, trades and client requests
    • Perform basic client advisory

    Licensing required along with 3 years min experience



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