Registered Client Service Associate jobs in United States
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Landaas & Company, LLC · 4 days ago

Registered Client Service Associate

positionMilwaukee, WI
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Landaas & Company, LLC is a customer-focused wealth management firm that takes a teams-based approach to serve generations of clients. They are seeking a Client Service Associate to provide administrative support to registered advisors and assist in maintaining existing client relationships.

Financial ServicesVenture Capital

Responsibilities

Provide administrative support to Landaas’ registered advisors
Assist in the maintenance of existing client relationships
Frequent communication with clients
Executing client transactions
Assisting advisors in client meetings

Qualification

Investment ExperienceFinancial Services ExperienceSeries 7 LicenseSeries 66 LicenseSeries 63 LicenseCommunication SkillsDecision-Making SkillsProblem-Solving Skills

Required

Bachelor's Degree or Higher
5+ Years of Investment or Financial Services Experience
Excellent communication skills
Strong independent decision-making and problem-solving skills
Series 7, 66 or 63 licenses

Benefits

Full benefits package

Company

Landaas & Company, LLC

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Landaas & Company, LLC is an independent money management firm focused primarily on the needs and objectives of individual investors.
dateFounded in 1987
location
Milwaukee, Wisconsin, USA
people-size11-50 employees
web-link
http://landaas.com

Funding

Current Stage
Early Stage

Leadership Team

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Reuben Neese
Chief Information Officer
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Company data provided by crunchbase