Senior Registered Client Associate Job at Center Street Capital Advisors, New York, NY

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  • Center Street Capital Advisors
  • New York, NY

Job Description

Job Description

Company Description

Center Street Capital Advisors offers a comprehensive range of wealth management services on an independent platform backed by world-class resources. Investment products and services are provided through Wells Fargo Advisors Financial Network, LLC (WFAFN), a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Our independent and dedicated approach ensures we are invested in your success. We proudly serve residents across numerous states with personalized financial solutions and are growing rapidly.

Role Description

This is a full-time on-site role for a Senior Registered Client Associate located in Midtown Manhattan. The Senior Registered Client Associate will be responsible for delivering exceptional client services, managing client relationships, conducting financial analysis, participating in sales activities, and effectively communicating with clients and team members. Daily tasks include providing support to financial advisors, processing transactions, and ensuring compliance with regulatory requirements, amongst other activities.

Qualifications

  • Strong Client Services and Communication skills
  • Proficient in Finance and Analytical skills
  • Experience in Sales and client relationship management
  • Detail-oriented with strong organizational skills
  • Series 7 and Series 66 licenses
  • Ability to work effectively in a team environment

Job Tags

Full time,

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