Client Service Associate

What you’d do

Client Service Associates support Financial Advisors and Private Wealth Advisors by providing daily client service and building trusted relationships. The role requires assisting clients with everyday needs and collaborating with team members in a full-time schedule. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses
• Strong interpersonal skills
• Detail oriented with superior organizational skills
• Advanced Microsoft Office skills
• Team player able to collaborate