Registered Client Service Associate

What you’d do

Assist financial advisors in serving clients, using the firm's products and capabilities to support business growth. Full time role requiring knowledge of firm policies and branch procedures. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• High School Diploma/Equivalency
• Strong industry, product, and branch procedures knowledge
• Exceptional writing, interpersonal and client service skills