Series 7 and 66 Licensed Client Service Associate
Virtual Vocations Inc
To support a team of advisors, the full-time remote Series 7 and 66 Licensed Client Service Associate will provide administrative assistance, manage client information, and facilitate effective communication with clients and internal departments. Key responsibilities Answer phones, schedule appointments, and prepare materials for client meetings Maintain up-to-date client management systems and assist with account-related documentation Conduct proactive outreach to clients regarding time-sensitive activities and educate them on account services Required qualifications 2+ years of experience in the financial industry, preferably in wealth management 2+ years of client service experience supporting clients and financial advisors Proficiency in Microsoft Word, Excel, PowerPoint, and CRM applications Series 7 and 66 licenses Bachelor's Degree preferred
Vacancy posted 4 days ago
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