Senior Client Services Associate for Financial Advisors

A leading financial services firm in New York is looking for a Registered Client Service Associate to support financial advisors and assist clients. You'll manage client interactions, onboarding, maintain accurate documentation, and ensure high-quality service in a dynamic environment. Candidates should have a high school diploma and at least five years of financial services experience. Relevant licenses (SIE, Series 7 and 63/65) are required. Join a team dedicated to professionalism and client care. #J-18808-Ljbffr