Client Service Associate

What you’d do

Assist financial advisors by handling client requests, resolving inquiries, and keeping account information and documentation current. Communicate with clients about banking products and digital services, and verify authorization when processing requests. Full time. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• Willingness to obtain Series 7 and Series 66 or 63/65
• Strong computer skills and Microsoft Office knowledge
• Exceptional writing, interpersonal and client service skills