Senior Registered Client Associate

What you’d do

Support Financial Advisors with sales, service and operational tasks, including client calls, correspondence, scheduling appointments, opening and servicing accounts, and researching account inquiries. Full time. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• 2+ years brokerage and client services support experience
• Client service and account servicing skills
• Series 7/63 or similar registration (registered role)
• Full-time availability