Brokerage Client Service Associate - Charleston, West Virginia

We are looking for a Brokerage Client Service Associate to provide essential support to Financial Advisors. This role involves client servicing, administrative tasks, and operational guidance. If you have experience in the securities industry and possess strong communication skills, we invite you to apply and join our team.

Skills

• securities industry
• sales assistant
• annuity products
• finra licenses
• client servicing
• investment research
• time management
• salesforce
• telephone skills
• communication skills
• operational guidance
• client appointments