Brokerage Registered Client Service Associate - Allentown, PA

In this in-office role, you support Financial Advisors by servicing clients and handling day-to-day brokerage needs when advisors are unavailable. You assist with financial plans, investment research, and executing client trades, while receiving and placing orders, processing corporate actions, scheduling appointments, and maintaining accurate client records. You also help pursue sales opportunities by contacting potential investment clients using internal and bank leads.