Robbins Farley, LLC · 11 hours ago
Registered Client Service Associate
Bedford, NH
Full-time
Onsite
New Grad, Entry LevelRobbins Farley, LLC is a progressive wealth management firm dedicated to helping individuals and families achieve their financial goals. The Registered Client Service Associate role involves providing high-quality client services, addressing customer inquiries, and supporting financial advisors with administrative tasks.
AdviceFinanceFinancial ServicesImpact InvestingWealth Management
Responsibilities
Opening and maintaining client accounts
Managing asset movements
Preparing documents for meetings
Managing client communication
Ensuring the timely and accurate execution of client requests
Qualification
Required
Strong skills in Client Services, Customer Support, and Customer Service to provide an excellent client experience
Excellent Communication skills to effectively engage with clients and team members
Knowledge and experience in Finance to support financial advisors and assist with account management
Keen attention to detail, organizational skills, and the ability to manage multiple priorities effectively
Proficiency in using financial software and tools is a plus
Commitment to client confidentiality and professional integrity
Preferred
Relevant certifications or licensing (e.g., FINRA Series 65 or 66) preferred
Bachelor's degree in finance, business administration, or related field preferred
Company
Robbins Farley, LLC
Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire.
Founded in 2012
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase