Client Service Advocate

What you’d do

Serve as primary contact for RIA and Broker Dealer clients, handling inquiries on account opening, maintenance, trading, corporate actions, ACATS, money movement, and tax reporting. Full time, working with operations, technology, and compliance teams to resolve issues. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• HS Diploma
• 4-6 years financial services experience
• Wealth Management operations knowledge
• RIA and Broker Dealer operations familiarity
• ACATS, trading, and tax reporting experience