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27 Oct 2020

Full-Time Senior Registered Associate

Premier Talent Partners – Posted by Premier Talent Partners San Francisco, California, United States

Job Description

Premier Talent Partners is looking for a Senior Registered Associate to join our client’s Enterprise Finance firm based in San Francisco, CA! This position is remote during COVID-19 and applicants must live within a commutable range of San Francisco. If you are detail-oriented with strong communication skills, this may be the role for you!

 

 

 

Responsibilities:

  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information, and documentation is up to date
  • Conduct outreach to maintain strong relationships with the client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
  • Onboard new client accounts, which includes the collection of required documentation and client information
  • Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Prepare financial reports, spreadsheets, and other materials for client meetings
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
  • Proactively participate in firm initiatives directed by local management
  • Actively engage in available training and education programs to maintain current status on policies, procedures, and risk awareness
  • Input orders on behalf of Financial Advisor
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Qualifications:

  • 5+ years of industry experience is preferred
  • Active Series 7, 63, and 65 or Series 7 and 66 is required
  • Strong industry, product, and branch procedures knowledge
  • Detail-oriented with superior organizational skills and ability to prioritize tasks
  • Exceptional writing, interpersonal, and client service skills
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment

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Premier Talent Partners is a recruitment firm specializing in the areas of contract/temp, temp-perm, permanent and payrolling needs across all industries, supporting equitable hiring nationwide.

Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.

PLEASE NOTE: During the application process, you will be required to create a profile/register in our system. Once you’re registered, you will be considered for all of our current open positions.

How to Apply

To be considered for this position, please register here in our proprietary system. From there, you will be able to synch up with your Candidate Success Manager who will help you optimize your profile and assist you through the job search process.

Job Types: Full-Time. Job Tags: #Registered, #SeniorRegisteredAssociate, Associate, and senior.

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