Brokerage Client Service Associate - Columbus or Atlanta, Georgia

Provide day-to-day servicing support for Financial Advisors and their clients, including preparing financial plans, conducting investment research, and completing client trades and transactions. Receive and place orders, handle corporate actions, and manage client communications, appointments, and client records. Use Salesforce to schedule, document, and coordinate client meeting materials, while maximizing sales opportunities using internal leads. Support operational requests and help mitigate risk through proper authentication.