Client Service Associate

Job Summary:

• Primary focus is to provide excellent follow-through and operational support to the brokerage service team.
• Role directly impacts client experience and is vital to organizational success.

Key Responsibilities:

• Responsible for day-to-day operations and administrative support for registered representatives.
• Ensure compliance with paperwork and procedures, and coordinate with internal departments.
• Onboard new clients, process transfers, and maintain data integrity.

Requirements:

• High school diploma required, Bachelor's degree preferred.
• 2-3 years of financial services experience required.
• FINRA Series 7 preferred (can be obtained within 18 months).

Compensation and Benefits:

• Base pay range $23-$26 per hour, plus incentive compensation.
• Robust benefits including medical, dental, vision, 401(k), paid parental leave, and more.
• 14 company-paid holidays and generous paid time off.