Registered Client Service Associate

What you’d do

Provide client service and support financial advisors by handling transactions, answering account questions, and assisting with documentation. This is a full-time role focused on building client relationships and supporting advisor teams. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• High School Diploma or Equivalency
• Active Series 7 license
• Active Series 66 or Series 63 and Series 65 license
• 2+ years industry experience preferred
• Strong interpersonal skills