Wealth Management Client Service Associate (Licensed)
Cary Street Partners LLC
Cary Street Partners LLC in Tampa, FL is seeking a Client Service Associate – Registered to support the Wealth Management Group. You will open and maintain client accounts, reconcile custodial data, interact with clients, advisors, and custodians, and help prepare proposals and client deliverables. Requires SIE and Series 7, and a bachelor’s or associate degree. Travel may be required. #J-18808-Ljbffr Cary Street Partners LLC
Vacancy posted 1 day ago
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