Registered Client Services Associate - Brokerage

Job description

Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview: This is a full-time, hybrid role located at our Ephrata, PA office location. Hybrid schedule is 4 days in the office and 1 day work from home following a successful 90 day introductory period. Core working hours will be 8 am - 4:30 pm, Monday through Friday. Provides high quality operational support to Financial Advisors and their clients, as well as other team members. Responsibilities: - Responsible for the daily administrative operations for assigned Financial Advisor(s). - Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings with prospective and existing clients on the phone, in-person, virtuall...