Registered Client Associate

What you’d do

Provide sales, service, and operational support to Financial Advisors by assisting clients via phone, direct interaction, or correspondence. Handle account information requests, prepare for client appointments, and manage client accounts. Full-time position. Found on the employer's careers page on Oct 28, 2026. Apply through the link.

You’ll need

• 1+ year Brokerage and Client Services support experience or equivalent
• Assist with sales and service activities
• Handle client account inquiries
• Prepare for client appointments
• Full-time schedule