Client Service Associate

Job Description

Bridgehaven Financial Advisors is currently looking to hire a senior level Registered Client Service Associate (Sales Assistant) capable of providing administrative and operational support to our growing Financial Advisory team as well as delivering a high level of service to existing and prospective clients. We are seeking a dedicated and proactive individual to join our dynamic organization.

As part of the Wells Fargo Advisors Financial Network, this position is ideal for someone that already has their Series 7 and 63 or has the ability and willingness to attain these licenses after 90 days of service. Bridgehaven Financial Advisors will provide ongoing training and support to the candidate as needed.

Duties and Responsibilities

• Work directly with clients to effectively manage their needs.
• Communicate via telephone and email to address client issues.
• Handle customer requests and work to find on-demand solutions.
• Develop and foster relationships with existing clientele.
• Create new