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Brokerage Client Services & Operations Specialist
Job in
Morganton, Burke County, North Carolina, 28680, USA
Listed on 2026-08-02
Listing for:
Aplaro Ltd
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Aplaro Ltd in Morganton, NC is seeking an in-office Financial Services Assistant to support Financial Advisors with client servicing, plans, and administrative tasks. You will prepare plans, research investments, and handle trades and transactions, while coordinating meetings and maintaining client records.
This role requires a Bachelor's degree or equivalent, securities industry familiarity, FINRA licenses, strong phone, and communication skills.
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