Centralized Client Associate

What you’d do

Supports Investment Relationship Managers with administrative tasks like scheduling appointments, preparing proposals and correspondence, maintaining client files, and answering phones, plus help with business development and client outreach. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• High school diploma or equivalent
• FINRA SIE, Series 7, Series 63 and 65/or 66 registrations
• Life, variable life, health and disability licenses
• Five or more years of investment industry experience preferred
• Bachelor's degree preferred