Registered CSA
US$35,500 – US$90,000 / yr base salary
Posted 15 Jul 2026
Advertised as “International Registered CSA”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 2+ yrs
- Management level
- Individual contributor
- Employment
- On-Site
- Contract
- Full-time
| Base salary | US$35,500 – US$90,000 / yr |
|---|
No unique specialisation
CertificationsSeries 7, Series 66
Study levelBachelor's
POSITION SUMMARY:
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
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Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
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Executing money movement transactions at the request of the client and/or FA/PWA/team
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Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
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Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
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Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
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Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
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Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
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Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
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Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
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Assist FAs / PWAs/ teams in delivering against their business plan and client service model
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Remaining current on all policies, procedures, and new platforms
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Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
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Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)