Client Services Associate—Financial Advisor Support
Fwainvest
Fwainvest is seeking a Registered Client Service Associate in Winston Salem, NC. In this role, you will provide essential administrative support to financial advisors and clients. Responsibilities include onboarding new clients, managing client interactions across various platforms, and ensuring compliance with regulations. The ideal candidate will have a high school diploma, strong organizational abilities, and effective communication skills. This position requires a detail-oriented individual who can thrive in a fast-paced environment and is preferred to have experience in the securities industry. #J-18808-Ljbffr Fwainvest
Vacancy posted 5 days ago
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