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. The role requires a high school diploma or equivalent, active Series 7, Series 66 or Series 63 and Series 65 registrations, and two or more years of industry experience is preferred. It reports to a Business Service Officer and offers an expected base salary of $75,000 to $110,000 per year.
