Client Service Associate

What you’d do

Support Financial Advisors and their teams by handling daily client interactions and building trusted relationships. Assist clients with everyday needs, requiring strong interpersonal and organizational skills. Full time. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• Willingness to obtain Series 7 (GS)
• Series 66 (AG/RA) or Series 63 and 65
• Superior organizational skills
• Advanced Microsoft Office skills
• Team player with collaboration ability