Client Service Associate - RIA Firm jobs in United States
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RecruitHook ยท 12 hours ago

Client Service Associate - RIA Firm

positionNashville, TN
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

RecruitHook is seeking a Client Service Associate for a Nashville-area RIA to support Financial Advisors and Operations. This role focuses on client servicing, account maintenance, reporting, and coordination with broker-dealer platforms in a high-touch, collaborative environment.

Staffing & Recruiting
Hiring Manager
Michael Laufer, CFC
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Responsibilities

Support Financial Advisors and Operations
Client servicing
Account maintenance
Reporting
Coordination with broker-dealer platforms

Qualification

Financial services experienceSIE certificationExcel skillsCRM experienceOrganizedDetail-orientedTeam-focused

Required

2+ years in financial services, ideally advisor support
SIE required; Series 7 or 99 (or ability to obtain)
Strong Excel and systems skills; CRM/portfolio platform experience a plus
Detail-oriented, organized, and team-focused

Company

RecruitHook

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Recruithook is your dedicated partner for business growth and self-employment success.
dateFounded in 2016
location
Boca Raton, Florida, US
people-size11-50 employees
web-link
http://www.recruithook.com

Funding

Current Stage
Early Stage

Leadership Team

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Michael Laufer
Founder & CEO
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Company data provided by crunchbase