Registered Client Service Associate

What you’d do

Support a Financial Advisor team by handling client interactions, executing money movement transactions, answering non-investment account questions, and preparing account documentation. Full time role in San Francisco. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• College degree preferred