Client Service Associate

What you’d do

Provide client service and support financial advisors by handling client transactions, answering account questions, and assisting with account documentation. This is a full-time role focused on building client relationships and supporting daily operations. Found on the employer's careers page on Oct 28, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• College degree preferred
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses
• Advanced Microsoft Office skills
• Detail oriented with strong organizational skills