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Financial Advisory Client Services Specialist
Job in
Devon, Connecticut, USA
Listed on 2026-07-04
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Dormont Manufacturing Co is looking for a Registered Client Service Associate to support Financial Advisors and their clients. The role includes client onboarding, managing accounts, and ensuring compliance with financial regulations.
Ideal candidates should possess effective communication skills, proficiency in CRM software, and the ability to thrive in a fast-paced, detail-oriented environment. Candidates with previous experience in the securities industry and necessary certifications will be preferred.
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