Client Services Associate
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An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high-net-worth individual clients. What you'd be doing: Client onboarding including new account paperwork and information gathering Account maintenance, asset movement processing (journals, wires, EFTs), and issue resolution Supporting quarterly billing, performance reporting, and tax reporting Ongoing relationship management with regular client contact Maintaining the CRM, reviewing exception reports, and handling administrative functions Trade execution and trade error resolution as needed What they're looking for: Bachelor's degree with 3+ years of relevant experience FINRA Series 7 and 66 preferred Familiarity with Schwab platform, Salesforce, MoneyGuidePro, and/or Black Diamond a plus Familiarity with estates preferred Strong communicator with excellent organizational skills who thrives in a client-facing, fast-paced environment #J-18808-Ljbffr
Vacancy posted 3 days ago
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