Senior Registered Client Associate Job at Center Street Capital Advisors, New York, NY

cXRETXYvd0hFaUNhdVpOcWdUeVpra09wcmc9PQ==
  • Center Street Capital Advisors
  • New York, NY

Job Description

Job Description

Company Description

Center Street Capital Advisors offers a comprehensive range of wealth management services on an independent platform backed by world-class resources. Investment products and services are provided through Wells Fargo Advisors Financial Network, LLC (WFAFN), a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Our independent and dedicated approach ensures we are invested in your success. We proudly serve residents across numerous states with personalized financial solutions and are growing rapidly.

Role Description

This is a full-time on-site role for a Senior Registered Client Associate located in Midtown Manhattan. The Senior Registered Client Associate will be responsible for delivering exceptional client services, managing client relationships, conducting financial analysis, participating in sales activities, and effectively communicating with clients and team members. Daily tasks include providing support to financial advisors, processing transactions, and ensuring compliance with regulatory requirements, amongst other activities.

Qualifications

  • Strong Client Services and Communication skills
  • Proficient in Finance and Analytical skills
  • Experience in Sales and client relationship management
  • Detail-oriented with strong organizational skills
  • Series 7 and Series 66 licenses
  • Ability to work effectively in a team environment

Job Tags

Full time,

Similar Jobs

Staffing LLC

Business Data Analyst 100% Remote Job at Staffing LLC

 ...Business Data Analyst 100% Remote Rate - DOE Position type: Contract Must be willing to work PST. US Citizens and those authorized to work in...  ...are encouraged to apply. We are unable to sponsor at this time. For the analyst position we are looking for someone with strong... 

My BTLR

Virtual Assistant (Part-time Contract) Job at My BTLR

 ...Executive Assistant Our executive assistants are responsible for providing a wide variety of support services to clients. The EA may...  ...If necessary, babysitting services are arranged to provide a time slot of undisturbed, focused attention to details. Required... 

Liberty Behavioral & Community Services, Inc.

Residential Support Staff Job at Liberty Behavioral & Community Services, Inc.

 ...challenges. As a Residential Support Staff member at Liberty Community Programs, your focus will be on assisting clients within a group home setting. The goal is to foster a safe, nurturing, and educational environment that enhances the quality of life for residents.... 

Accordus

Part-Time US-Based Accountant Job at Accordus

 ...reach a critical point when much of their time is focused on doing the office work...  ...accomplishing the mission. Accordus handles accounting, HR, donor management systems, and other...  ...SCOPE OF POSITION: An accountant is a part-time contractor role within the Accordus... 

Members 1st Federal Credit Union

2026 Summer Internship Job at Members 1st Federal Credit Union

 ...and respected for your individuality. Responsibilities: The internship program will run from May 26th, 2026 through July 31st, 2026 and...  ...interns for the following areas: Marketing, Human Resources, Legal, IT Product Management, IT Data Analytics, and Business Lending...