Description
The Registered Client Service Associate provides daily client-service support to Financial Advisor teams, including account and money-movement transactions, client onboarding, order entry, account information, digital-tool enrollment, and administrative coordination. The role requires a high school diploma or equivalent, active Series 7, Series 66, Series 63, and Series 65 licenses, and two or more years of industry experience is preferred. The position reports to a Business Service Officer and requires applicants to be legally authorized to work in the United States without visa sponsorship.
