Senior Registered Virtual Client Service Associate

Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Job Description Under general supervision, uses specialized skills gained through training and experience to provide proactive, virtual support to financial advisors. Provide efficient, high quality client service, account maintenance, and administrative support to advisors within the scope of the program.…