Client Services (Active SIE, Series 7 & Series 66 Required

Join a leading global financial institution through a premier consulting firm.

We're seeking a licensed Client Services Associate to support investment and banking clients while delivering an exceptional client experience.

• Deliver outstanding client support via phone and email.
• Resolve client inquiries from start to finish.
• Guide clients to appropriate banking and investment solutions.
• Ensure compliance with KYC, AML, FINRA, and regulatory requirements.
• Build strong client relationships while maintaining the highest standards of service and compliance.

• Bachelor's degree.
• 0–2 years of customer service experience (financial services or investments preferred).
• Strong communication and problem-solving skills.
• Proficiency in MS Office.
• Active Securities Industry Essentials (SIE), Series 7, and Series 66 (or Series 63 & 65) licenses are REQUIRED.

Apply today if you're a FINRA-licensed professional looking to grow your career with a leading financial services organization.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.  
 
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit .

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.