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Client Services Associate Financial Advisors
Job in
Gastonia, Gaston County, North Carolina, 28054, USA
Listed on 2026-02-12
Listing for:
BBF Wealth
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A prominent financial services firm located in North Carolina is looking for a detail-oriented Registered Client Service Associate. This role involves supporting financial advisors and clients through effective communication and organized task management. The ideal candidate should have a High School Diploma and relevant experience in the securities industry. Required licenses include SIE and Series 7. We're committed to fostering a supportive environment where associates can grow professionally and contribute to client success.
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Position Requirements
10+ Years
work experience
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