Brokerage Client Services & Operations Specialist
Listed on 2026-10-07
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Finance & Banking
Banking & Finance, Financial Services
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.
We are seeking a motivated Brokerage Client Services & Operations Specialist to join Aplaro Ltd in Morganton, NC, United States.
We appreciate your interest in this position.
Join Aplaro Ltd and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Brokerage Client Services & Operations Specialist role at Aplaro Ltd, based in Morganton, NC, United States.
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