Florida Licensed Client Service Associate

Providing administrative support to a team of advisors, the full-time Florida Licensed Client Service Associate will manage client communications, maintain client management systems, and assist with account activities in a remote environment. Key responsibilities Answer phones, schedule appointments, and prepare materials for client meetings Keep client management systems up to date with client information and assist with new account documentation Conduct proactive outreach to clients and manage account activities such as transfers and maintenance Required qualifications 2+ years of financial industry experience, preferably in wealth management 2+ years of experience in the client service industry supporting clients and financial advisors Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications Organized with strong attention to detail Ability to analyze and research information