Client Service Associate - Registered
PrimeLending
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- Location
- Dallas, TX
- Job type
- Full time
- Posted
- Oct 5
- 15 days ago
Career path
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About the company
PrimeLending
Financial services · 1,001 to 5,000 employees
What you'll do
- Support Financial Advisors and their teams through client interaction, administrative support, and operational execution.
- Build trusted relationships and help deliver a seamless client experience.
What you need
- High School Diploma or equivalent required; college degree a plus.
- Active Series 7 and Series 66 (or Series 63 and 65) licenses required.
- 2–4 years of experience in the financial services or brokerage industry, preferably in a client-facing role.
- 2+ years’ experience with financial products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
- Intermediate to Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); familiarity with portfolio software and brokerage systems is a plus.
- Exceptional attention to detail, even under pressure.
- Excellent interpersonal, communication, and client service skills.
- Ability to multitask, prioritize, and work in a fast-paced, deadline-driven environment.
- Discretion, tactfulness, and adaptability to changing demands.
- Team-oriented with a proactive and goal-driven mindset.
Key skills
client serviceconsistent communicationclient-first mindset
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Read the full posting here
The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. This role involves direct client interaction, administrative support, and operational execution to ensure a seamless client experience. The R-CSA builds trusted relationships through consistent communication and a client-first mindset.