POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support...., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining...
for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team... Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions...