Client Service Associate

What you’d do

Support a financial advisor with client service: prepare financial plans, research investments, complete trades, schedule and summarize meetings, and process new business paperwork and insurance applications. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Associate (2-year) degree or equivalent
• 3-5 years relevant experience
• Experience in a client service environment
• Detail oriented with strong math and analytical skills
• Organization and time management skills