Description
The Registered Client Service Associate provides client-facing support to Financial Advisors, Private Wealth Advisors, and their teams by handling account information, money movements, onboarding, digital-tool enrollment, order entry, marketing support, and administrative tasks such as calendars, travel, expense reports, and document filing. The role requires a high school diploma or equivalent, active Series 7, Series 66 or Series 63 and Series 65, and two or more years of industry experience is preferred; a college degree is also preferred. The position reports to the Business Service Officer.
