Registered Client Service Associate

What you’d do

Provide daily support and exceptional service to clients and Financial Advisors or Private Wealth Advisors. Build trusted client relationships and assist with everyday client needs in a full-time role. Found on the employer's careers page on Oct 26, 2026. Apply through the link.

You’ll need

• High School Diploma or Equivalency
• College degree preferred
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses
• Two or more years of industry experience preferred