Senior Registered Client Associate- Series 7 Job at Leeds Professional Resources, Miami, FL

WDVNdGw0OEdJY3BlS2pwa0x4RVArSDF3dUE9PQ==
  • Leeds Professional Resources
  • Miami, FL

Job Description

Our client is located in Downtown Miami on a hybrid schedule.

Responsibilities:

  • Assist financial advisors in managing client accounts and portfolios, ensuring all transactions are processed accurately and timely.
  • Ensure compliance with regulatory requirements and company policies in all interactions with clients.
  • Provide clients with information regarding their accounts, investment options, and financial planning strategies.
  • Collaborate with team members on initiatives to enhance client engagement and satisfaction.

Requirements:

  • 4-5 years of experience as a registered client associate
  • Series 7 license required
  • Bilingual English and Portuguese required

Job Tags

Similar Jobs

Yale New Haven Health

Certified Nursing Assistant- Patient Care Associate- Adult Inpatient Job at Yale New Haven Health

 ...support the Employee Referral Bonus Program. Yale New Haven Hospital currently has amazing opportunities available, in various adult...  ...and promotes a positive work environment. EEO/AA/Disability/Veteran Qualifications: EDUCATION A minimum of a high school diploma... 

Greene Resources

Education Programs Manager Job at Greene Resources

 ...to join a growing and dynamic team! Job Description: Develop and manage workforce development programs tailored to industry...  ...Collaborate with subject matter experts (SMEs) to design innovative curriculum and educational content. Coordinate and partner with... 

Porch Light Health

Support Specialist Job at Porch Light Health

 ...leverage lived experience as a tool to help those suffering from substance use disorders. This is a dynamic role in which the Peer Support Specialist (PSS) will provide outreach to the community and direct contact to people both individually and in groups. The ideal... 

Stay Connected Management Inc

Junior Marketing Campaign Manager Job at Stay Connected Management Inc

 ...needed to succeed in a competitive market. Were currently hiring a Junior Marketing Campaign Manager to join our team. This entry-level role is perfect for individuals eager to gain hands-on experience in marketing, retail sales, and customer engagement while... 

Renewed Vitality

Nurse Practitioner Position Job at Renewed Vitality

 ...draw, Cosmetic Botox, and injectable weight loss solutions. Nurse Practitioner Position Description Looking for a full-time...  ...responsible for providing direct patient care, diagnosing and managing hormonal imbalance in men and women, ordering and interpreting...