Senior Registered Virtual Client Service Associate

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. Follows established standard operating procedures to perform tasks, projects, and assist clients. Receives general guidance and direction to perform other work with substantial variety and complexity requiring decision making responsibility.

**Essential Duties and Responsibilities**

+ Communicates with assigned advisors proactively on a daily basis to ensure needs are being met and necessary support is being provided.
+ Manages client account maintenance activities which includes, but is not limited to opening/maintaining accounts, submitting forms, money movement, monitoring transactions and transfers, etc.
+ Delivers client support which includes, but is not limited to clie...