Client Services & Onboarding Specialist

A leading financial services firm in Glastonbury, CT is looking for a motivated Registered Client Service Associate to provide administrative support to Financial Advisors and clients. Responsibilities include managing client interactions, onboarding new clients, and maintaining documentation. Candidates should have a High School Diploma and preferably a year of relevant experience, along with essential certifications like the Series 7. This role emphasizes strong customer service skills and the ability to work in a fast-paced environment. #J-18808-Ljbffr