Client Service Associate
Russell Investments(1 month ago)
About this role
A Client Service Associate within North America Advisor & Intermediary Solutions at Russell Investments is a client-facing role supporting advisor and intermediary relationships for US products and Personalized Managed Accounts. The position provides a pathway for career growth toward regional consulting roles and works closely with sales teams and financial advisors.
Required Skills
- Client Support
- Phone Support
- Account Management
- Account Opening
- Reconciliation
- CRM
- Reporting
- Analytical Skills
- Technical Skills
- Project Management
+3 more
Qualifications
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- FINRA Series 66
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