Description
The Client Services Representative – S1 supports financial advisors and registered representatives by handling client paperwork, financial transactions, records, appointments, events, outreach, and account-service inquiries. The role also educates clients, coordinates with internal departments, and maintains compliance documentation. It is part-time and on-site, requires a high school diploma or GED and administrative or customer-service experience, and offers a base annual salary of $22–$25.
