Under general supervision, performs multiple support staff duties required for a satellite/ branch and acts as liaison to home office personnel. Essential Duties & Responsibilities Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Performs operational or administ

The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup

The Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements