Client Service Associate

Fortis Investment Services, Inc. is seeking an experienced, professional, and highly organized Client Service Associate to join our growing financial services practice. The Client Service Associate plays an important role in delivering an exceptional client experience while supporting the Financial Advisors and other members of the Fortis team. This position is ideal for someone who enjoys building relationships with clients, managing details, solving problems, and working collaboratively in a fast-paced financial services environment.

We are looking for someone who takes ownership of their responsibilities, communicates effectively, follows through on commitments, and genuinely enjoys helping clients. Candidates with previous experience in a financial advisory, wealth management, brokerage, banking, or related financial services environment are strongly preferred. FINRA Series 7 and Series 66 registrations are a significant plus and will be considered when determining compensation.