Client Associate

What you’d do

Provide client service and operational support to financial advisors including handling client inquiries, scheduling appointments, preparing accounts, and processing security orders. Full-time position in Wealth and Investment Management. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• 1+ year brokerage and client services support experience
• Brokerage client support or financial services industry experience
• Administrative support experience in financial services