Senior Registered Client Associate

What you’d do

Support Financial Advisors with sales, service and operational tasks, including client calls, correspondence, scheduling and preparing appointments, opening and servicing accounts, and researching account inquiries. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• 2+ years brokerage and client services support experience
• Client service via phone and written correspondence
• Account opening and servicing
• Appointment scheduling and preparation