Job Description
DESCRIPTIONPOSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the clientexperience through an elevated standard of care. The Registered CSA assists with the development andgrowth of business through engaging and utilizing the full capabilities of the firm. This is a key role thatrequires an understanding of firm policies, procedures and firm capabilities in order to deliver the full
Responsibilities + Skills
Strong industry, product, and branch procedures knowledgeExceptional writing, interpersonal and client service skills
Education
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Two or more years of industry experience preferred
Experience