What are the responsibilities and job description for the Registered Client Service Associate position at FPA of Charlotte?
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Registered Client Service Associate
Confidential
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Details
Posted: 10-Apr-26
Location: Charlotte, North Carolina
Type: Full Time
Salary: Based on experience
Categories
Operations
Sector
Wealth Management
Salary Details
Generous base salary with overwrites and bonuses for helping practice to grow and become top notch in customer service.
Preferred Education
4 Year Degree
Additional Information
Hybrid/Remote is allowed.
Internal Number: 100
Support dynamic team in Charlotte, NC to serve super nice clients.
This position has the practice scheduling, communication and operations role. Coordinate with practice marketing associate, financial planning analyst. Support two advisors in opening accounts, trading, compliance documentation, calendars, fielding client service questions and money movement.
Great opportunity to learn the business from some of the best and have upward mobility opportunities. This position opened due to promotion of current RCSA.
An opportunity to be valued and help clients live their best lives.
Experience in banking, investments or financial planning. Desire to learn and continue education
Must be or willing to study for full licensing.
Create a Job Match for Similar Jobs
https://fpajobboard.org/jobs/22191957/registered-client-service-associate
Expand Show Other Jobs
Job Saved Save Job
Registered Client Service Associate
Confidential
Facebook X LinkedIn Share
Application
Captcha / Bot Check
Copy from here
- to here
What is this?
The application opened in a new tab.
You may close this popup.
By using this feature you agree to our Terms and Conditions and Privacy Policy.
Details
Posted: 10-Apr-26
Location: Charlotte, North Carolina
Type: Full Time
Salary: Based on experience
Categories
Operations
Sector
Wealth Management
Salary Details
Generous base salary with overwrites and bonuses for helping practice to grow and become top notch in customer service.
Preferred Education
4 Year Degree
Additional Information
Hybrid/Remote is allowed.
Internal Number: 100
Support dynamic team in Charlotte, NC to serve super nice clients.
This position has the practice scheduling, communication and operations role. Coordinate with practice marketing associate, financial planning analyst. Support two advisors in opening accounts, trading, compliance documentation, calendars, fielding client service questions and money movement.
Great opportunity to learn the business from some of the best and have upward mobility opportunities. This position opened due to promotion of current RCSA.
An opportunity to be valued and help clients live their best lives.
Experience in banking, investments or financial planning. Desire to learn and continue education
Must be or willing to study for full licensing.
Create a Job Match for Similar Jobs
https://fpajobboard.org/jobs/22191957/registered-client-service-associate