Registered Client Associate

What you’d do

Support Financial Advisors with sales, service and operational tasks, including client service by phone, in person or in writing, scheduling and preparing appointments, and opening and servicing accounts. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• 1+ year brokerage and client services support experience
• Client service by phone, in person and written correspondence
• Account opening and servicing
• Scheduling and preparing client appointments