Registered Client Service Associate

Support dynamic team in Charlotte, NC to serve super nice clients.

This position has the 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.

Great opportunity to learn the business from some of the best and have upward mobility opportunities.  This position opened due to promotion of current RCSA.

An opportunity to be valued and help clients live their best lives.

Experience in banking, investments or financial planning.  Desire to learn and continue education

Must be or willing to study for full licensing.

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