Job Title: Registered Client Services Associate I

Reports To: Financial Advisor(s) or Advisory Services Operations Manager

Direct Reports: N/A

Salary Grade: 5

This position is responsible for partnering with one or more investment advisors to grow the business, increase sales, maintain, and facilitate ongoing client support, answer inquiries, research and resolve client service issues.

This position does not manage employees

United location within footprint

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

This position requires up to 10% travel.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.