Client Service Associate

What you’d do

Support Financial Advisors and their teams by handling client interactions, executing money movement transactions, answering non-investment account questions, and preparing account documentation. 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
• Detail oriented with strong organizational skills
• Advanced Microsoft Office skills
• Client service and interpersonal skills