Client Service Associate

What you’d do

Support Financial Advisors and their teams by handling client requests, resolving inquiries, and keeping account information and documentation current. Full time role building client relationships and guiding clients to banking and digital services. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• Willingness to obtain Series 7 and Series 66 or 63/65
• Two or more years of industry experience preferred
• Strong writing, interpersonal and client service skills