Registered Client Service Associate

What you’d do

Support Financial Advisors and their teams by handling day-to-day client interactions and building trusted relationships. Full time role assisting clients with their everyday service needs. Found on the employer's careers page on Oct 6, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• Mandarin proficiency is a plus