The Sr Client Service Associate Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long term client relationships and be a resource for all other branch office associates. This posit

The Operations Coordinator, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. Essential Duties & Responsibilities Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Performs operational or ad