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Selby Jennings

London, United Kingdom

PIMCO

Newport Beach,

Goodman Masson

Zurich, Switzerland

Morgan McKinley

London, United Kingdom

Selby Jennings

New York,

Morgan Stanley

Hong Kong,

Oxford Knight

London, United Kingdom

eFinancialCareers

London, United Kingdom

Deutsche Bank

Frankfurt am Main, Germany

Selby Jennings

Charlotte,

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Meketa Investment Group

Portland, Oregon

Guttman Community College

New York, New York

Deutsche Bank

Jacksonville,

State Street Corporation

California City,

PER, Private Equity Recruitment

London, United Kingdom

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Registered Client Service Associate
Job Description Assigned to the employee advisor or branch, utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data, help prepare financial plans, work with clients, process transactions & trades for clients & other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch. Responsibilities Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summ


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