Client Service Associate - Broker Dealer

Job Description We are seeking a motivated and client-focused Client Service Associate to support Financial Advisors and their clients within a growing wealth management organization.

This individual will play an important role in managing day-to-day client service needs, account administration, and operational activities while delivering a high level of responsiveness and professionalism. \n The ideal candidate will have prior experience within wealth management, a broker-dealer, RIA, private …