Advisor Support & Client Services Specialist
Listed on 2026-10-06
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Central Investment Center in Lexington, KY is seeking a Registered Client Service Associate to support Financial Advisors with daily sales tasks and client service. The role involves calls, meetings, and light office duties.
Qualifications include a Bachelor's degree (preferred), FINRA Series 7 & 63 licenses, and 1+ year brokerage experience. Insurance license preferred. Strong communication and organization are essential.
We would love to welcome a new Advisor Support & Client Services Specialist to our organisation in Lexington, KY, United States.
The position is based in Lexington, KY, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 54.000 - 67.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Advisor Support & Client Services Specialist role in the description above.
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