Senior Client Associate at Cooke Financial Group, supporting Financial Advisors and handling complex client requests in a wealth management environment.
Requirements
- 5-8+ years of experience supporting Financial Advisors in a wealth management, RIA, or broker-dealer environment
- Active or ability to obtain SIE, Series 7, and Series 63 within six months (active licensing strongly preferred)
- Proven experience handling high-risk, time-sensitive client requests (i.e. cash movements, account changes, trading coordination)
- Strong working knowledge of account opening, maintenance, and service workflows across custodial platforms
- Exceptional attention to detail with a consistent track record of accuracy in client documentation and execution
Benefits
- 401k/Roth 401k Defined Contribution Plan with a Safe Harbor contribution & profit sharing potential
- 20 days PTO + Paid Holidays
- Full Benefits Package (medical, vision, dental, and life insurance)
