Client Associate

What you’d do

Provide client service and support to Financial Advisors by managing service requests, executing transactions, assisting with client onboarding, and maintaining accounts during full-time shifts. Focus on operational accuracy and client experience. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• 1+ year brokerage or client services support experience or equivalent
• Support Financial Advisors with administrative and operational tasks
• Assist with client onboarding and account maintenance
• Execute routine transactions accurately
• Provide exceptional client service and resolve inquiries