Registered Client Service Associate

What you’d do

Support Financial Advisors and their teams by handling client interactions, executing money movement transactions, answering non-investment account questions, and maintaining account documentation. Full time role based in Shrewsbury, New Jersey. Found on the employer's careers page on Oct 6, 2026. Apply through the link.

You’ll need

• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• Knowledge of equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Strong interpersonal skills