Registered Client Associate

Job description

As a Registered Client Associate , you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors. Responsibilities: - Build and foster strong client relationships through superior member service. - Process new account applications, financial and maintenance requests (copy, mail, scan, upload to broker dealer platform). Review for completeness and accuracy. - Connect with others in a way that fosters trust and creates collaborative relationships. - Utilize available technology and tools to support efficient and effective time management. - Assist Advisors in organizing and implementing productivity-based campaigns. - Mailings - produce reports, create mailing lists, produce letters, mail to clients (includes mon...