Senior Registered Client Service Associate

What you’d do

Support Financial Advisors and their teams by handling client service tasks such as money movement transactions, answering non-investment account questions, and relaying stock positions and balances. Full time role focused on building client relationships. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• At least 5 years of industry experience
• Demonstrated strong performance in current role for prior 2 years, if applicable