Registered Client Service Associate

Registered Client Service Associate Charlotte, North Carolina – Full Time. Salary: Based on experience. Responsibilities Practice scheduling, communication and operations role. Coordinate with practice marketing associate, financial planning analyst. Support two advisors in opening accounts, trading, compliance documentation, calendars, fielding client service questions and money movement. Qualifications Experience in banking, investments or financial planning. Desire to learn and continue education. Must be or willing to study for full licensing. Benefits & Opportunities Hybrid/Remote allowed. Generous base salary with overrides and bonuses for helping practice to grow and become top notch in customer service. Great opportunity to learn the business from some of the best and have upward mobility opportunities. Position opened due to promotion of current RCSA. An opportunity to be valued and help clients live their best lives. J-18808-Ljbffr