Client Service Associate

What you’d do

Support Financial Advisors and their teams by handling client requests, resolving inquiries, and keeping account information and documentation current. Full time, with a client-first focus on building relationships and guiding clients to firm services and digital tools. 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 writing, interpersonal and client service skills
• Industry, product, and branch procedures knowledge
• Two or more years of industry experience preferred