Client Services Associate - Onboarding, Client Care & Ops
Instrumental Wealth
Instrumental Wealth, based in Tampa, FL, is seeking a Client Service Associate to deliver exceptional client experiences and support advisors. This full-time role involves client onboarding, account maintenance, and workflow management. The ideal candidate will have at least 7 years of administrative experience, with 5 years in financial services. Proficiency in Microsoft Excel and a strong attention to detail are required. Benefits include health insurance and a 401(k) with matching. #J-18808-Ljbffr
Vacancy posted 1 day ago
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Ail
Tampa, FL2 days ago
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