Unknown Company

Brokerage Client Services Associate II

town of florida, ny • Posted 2 weeks ago
Onsite Full Time Bio & Pharmacology & Health

Northern Trust in Bonita Springs, FL, seeks a Registered Associate II to support Financial Advisors through client service, onboarding, and trade execution. You will assist with account documentation, advisory agreements, and related correspondence while ensuring compliance with regulatory standards.

Ideal candidates have FINRA licenses (SIE, Series 7/7TO, and 63/65/66), 2+ years in client-facing financial services, and solid knowledge of stocks, bonds, and funds.

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Brokerage Client Services Associate II in town of florida at Unknown Company

This position is listed as full time and onsite.

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