Busy team is seeking a Client Service Manager to join their team and manage daily business protocols to effect timely, accurate and tax-efficient trading. As a Client Service Manager with this team, you will serve as the day-to-day point of contact for clients on non qualified benefit programs and associated funding strategies. To be successful in this Client Service Manager role you must have 3+ years of experience in accounting, finance, or financial services industry experience, as well as experience with trading processes as well as familiarity of non qualified deferred compensation plans, corporate-owned life insurance, qualified retirement benefit plans, retail life insurance, or client account management. Series 6 or 7 registered representative designation or higher is preferred for this Client Service Manager role. Apply today for this position as a Client Service Manager role!

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.