Client Service Associate

What you’d do

Provide client service and support financial advisors by handling client transactions, answering account questions, and assisting with account documentation. Full-time role focused on building client relationships and supporting daily operations. Found on the employer's careers page on Oct 26, 2026. Apply through the link.

You’ll need

• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses
• Strong interpersonal skills
• Advanced Microsoft Office skills
• Detail oriented with organizational skills
• Full-time schedule