Astyr Wealth · 9 hours ago
Registered Client Service Associate
Canonsburg, PA
Full-time
Onsite
New Grad, Entry LevelAstyr Wealth is a trusted provider of financial services, offering comprehensive financial planning solutions. They are seeking a Registered Client Service Associate to provide exceptional client service, manage client accounts, and support financial advisors in daily operations.
Hiring Manager
Niki Mullinix
Responsibilities
Providing exceptional client service
Managing client accounts
Supporting financial advisors in daily operations
Preparing client account reports
Processing transactions
Coordinating client meetings
Ensuring accuracy in all documentation
Fostering strong client relationships
Assisting in maintaining compliance with industry regulations
Qualification
Required
Proficiency in client service, relationship management, and effective verbal and written communication skills
Experience handling financial transactions, preparing account reports, and maintaining accurate records
Knowledge of the financial services industry, including financial planning and investment concepts
Strong organizational and multitasking abilities, with the capacity to work independently in a fast-paced environment
Bachelor's degree in Finance, Business Administration, or a related field is strongly encouraged
FINRA Series 7 and Series 66 (or Series 63/65 combination) licenses required
Preferred
Familiarity with compliance regulations and financial software is preferred
Company
Astyr Wealth
Astyr Wealth has provided financial services to our community for more than two decades. We help bring wisdom and clarity to your financial world.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase