Brokerage Client Service Associate - Fairfax, VA

Provide day-to-day servicing and support for Financial Advisors and their clients from an in-office location in Fairfax. Assist with preparing financial plans, conducting investment research, placing trades, processing corporate actions, and maintaining client records. Help schedule appointments, manage advisor calendars, and handle operational requests and paperwork submissions. Also support growth by contacting potential investment clients using internal and bank leads.