Client Service Associate

Snowpine Wealth is seeking a Registered Client Associate to deliver exceptional client experience and support financial advisors. This onsite role requires strong communication, organizational skills, and hands-on administrative experience in a wealth management environment. Responsibilities include client interactions, meeting scheduling, opening accounts, processing transfers, CRM data management, and ongoing training. Series 7/66 is preferred or attainable after start date. #J-18808-Ljbffr