Client Service Associate

What you’d do

Support Financial Advisors and their teams by handling day-to-day client needs and building relationships through regular client interactions. Full time role requiring strong interpersonal and organizational skills. Found on the employer's careers page on Oct 6, 2026. Apply through the link.

You’ll need

• Willingness to obtain Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Detail oriented with strong organizational skills
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
• Team player able to collaborate