Brokerage Registered Client Service Associate - Morganton, NC

Provide day-to-day servicing and operational support for Financial Advisors, including assisting with client trades and transactions, preparing financial plans, and handling client and market inquiries. Coordinate appointments, maintain client records, and process corporate actions when licensed. Support sales opportunities by contacting potential investment clients using internal and bank leads, ensure new business paperwork is submitted accurately, and help mitigate risk through required authentication for client calls and high-risk transactions.