Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs...)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role...
that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching..., a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit...