More jobs:
Client Service Associate — Elevate Client
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-03
Listing for:
PowerToFly
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Location: New York
A financial services firm is seeking a Registered Client Service Associate (CSA) in New York to enhance client relationships and manage onboarding processes. The role requires active Series 7 and Series 66 (or alternatives), alongside at least two years of industry experience. Key duties include providing exceptional client support, preparing financial reports, and collaboration with Financial Advisors. Ideal candidates will have strong interpersonal skills, be detail-oriented, and able to thrive in a dynamic environment.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×