Registered Client Service Associate

Job description

Job Description Summary “Great things in business are never done by one person. They’re done by a team of people.” Our mission is to enrich the lives of our clients and their families by providing quality independent financial advice. Nothing is more important to us than our clients – that’s the approach we take by providing a high degree of attention and service. McDermott Armati Wealth Strategies is seeking a Registered Client Service Associate who shares our vision and mission. This essential role helps to provide high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills as well as the ability to excel in a fast-paced, detail-oriented work environment. Join us and see where a career at McDermott Armati could take you! Job Description: Essential Duties and Responsibilities: - Services basic inquiries and scheduling of meetings with prospective and existing clients - Respond to client inquiries regarding accounts, transactions, and general service matters - Process account openings, transfers, rollovers, beneficiary changes, and maintenance reques...