David A Noyes is a full-service wealth management firm with experienced Advisors who provide customized financial solutions and services.
A Client Service Associate works as a partner with Wealth Advisors in a support position providing dedicated operational, administrative, and sales support. You play a central role in enhancing the client experience.
- Client Communications
- Administrative processing for new & existing accounts
- Prepares materials for meetings
- Assist with compliance, registration and licensing
- Works closely with branch management and operations team to resolve client inquiries
- Market Research
Knowledge, Skills & Abilities:
- FINRA Series 7 & 63 preferred
- Microsoft Outlook, Word, Excel, PowerPoint
- High attention to detail and organization
- Great attitude
- Strong Communication Skills
- Ability to handle multiple tasks