Client Associate

What you’d do

Support Financial Advisors with client service, account maintenance, and routine transactions, and serve as a day-to-day contact for brokerage clients. Full time. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• 1+ year brokerage and client services support experience
• Client service and issue resolution
• Account servicing and documentation accuracy
• Client onboarding and account opening