Registered Client Service Associate

What you’d do

Support Financial Advisors and their teams by handling client requests, processing money movement transactions, answering account questions, and maintaining client documentation. Full time role based in Carlsbad, California. Found on the employer's careers page on Oct 7, 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
• College degree preferred