Client Service Associate

Client Service Associate provides dedicated support to Financial Advisor(s)/Private Wealth Advisor(s) teams, handling client service coverage, executing money movement transactions, answering non-investment questions, entering profile information, educating clients on digital tools (e.g., MSOnline, eSign, eAuthorization), supporting marketing efforts, and performing administrative duties such as calendar management, travel itineraries, expense reports, and general in-office tasks. Requires strong interpersonal, written, and time-management skills; proficient in Microsoft Office; and ability to collaborate with others in a fast-paced, evolving environment. Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) is noted as potential knowledge/skill development.