Financial Planning & Client Services Associate

Threadneedle group is seeking a Registered Client Service Associate in Raleigh, North Carolina. In this role, you will assist high-producing advisors by preparing portfolio materials and managing client interactions. Required qualifications include a Bachelor’s degree, 3-5 years of experience, Series 7 (or ability to obtain), and strong analytical skills. The position requires working in the office five days a week, ensuring dedicated support and administrative tasks for effective client service.
#J-18808-Ljbffr