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Westport, Connecticut

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San Francisco, California

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Registered Client Service Associate
Job Description Assigned to the employee advisor or branch, utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data, help prepare financial plans, work with clients, process transactions & trades for clients & other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch. Responsibilities ??? Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. ??? Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summar


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