Private Wealth Management Registered Client Service Associate

What you’d do

Registered Client Service Associate supporting private wealth management clients, handling service requests and using firm capabilities to help grow the business. Full time role in New York. Found on the employer's careers page on Oct 6, 2026. Apply through the link.

You’ll need

• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• Strong computer skills and Microsoft Office knowledge
• Detail oriented with strong organizational skills