Senior Registered Client Associate- Series 7 Job at Leeds Professional Resources, Miami, FL

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  • Leeds Professional Resources
  • Miami, FL

Job Description

Our client is located in Downtown Miami on a hybrid schedule.

Responsibilities:

  • Assist financial advisors in managing client accounts and portfolios, ensuring all transactions are processed accurately and timely.
  • Ensure compliance with regulatory requirements and company policies in all interactions with clients.
  • Provide clients with information regarding their accounts, investment options, and financial planning strategies.
  • Collaborate with team members on initiatives to enhance client engagement and satisfaction.

Requirements:

  • 4-5 years of experience as a registered client associate
  • Series 7 license
  • Bilingual English and Spanish

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