Wealth Management Client Services Associate

TalentWealth

TalentWealth in Venice, FL, seeks a Client Services Associate to support financial advisors and deliver proactive client service. You will handle client inquiries, process basic trade requests, and maintain accounts with accuracy. Responsibilities include data entry, document preparation, and generating reports using portfolio software. FINRA 7 & 66 preferred; equivalent experience considered. Excellent communication and organization are essential. #J-18808-Ljbffr TalentWealth

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Venice, FL vacancy

Client Services Associate
Our client, an established and highly respected independent wealth management firm located in Venice, FL, manages more than $260 million in client assets and is seeking an experienced Client Services Associate to join its growing team. Job Summary: Under general supervision...
Suggested
Work at office
TalentWealth
Venice, FL
5 days ago
Estate Planning & Probate Attorney
$70k - $85k
...Planning & Probate Attorney to join its client-focused legal team in Venice, FL. This direct... ...providing practical legal guidance, and managing estate planning and estate administration... ...clear communication, strong client service, careful legal work, and long-term professional...
Suggested
Full time
AppleOne Employment Services
Venice, FL
2 days ago
Salon Manager
$32 per hour
.... Whether you're currently an Assistant Manager or an experienced stylist ready to take... ...in the world — no self-marketing to find clients, booth rent or hidden fees, and no appointments... ...responsibilities and providing services to customers. The balance between administrative...
Suggested
Hourly pay
Flexible hours
Great Clips
Venice, FL
4 days ago
Service Advisor - Experienced
...Service Advisor - Experienced Professional, experienced Service Advisor needed to join our elite team at Sunset Automotive Group,... ...faces of our dealership service departments to our valued service clients. It is vital for a person in this position to have great...
Suggested
Sunset Auto Group
Nokomis, FL
2 days ago
PRO Services Assistant Department Manager
...experience by receiving exceptional customer service and product information. Minimum... ...procedure direction and changes to all associates in a timely manner Complete the Industrial... ...Communicate inventory needs to management Direct and assist the processing of merchandise...
Suggested
Monday to Friday
Floor & Decor Holdings
Venice, FL
3 days ago
Customer Service Representative
$18 - $22 per hour
...Job Description Customer Service Representative PGT Windows & Doors (Part of MITER... ...Accuracy: Strong attention to detail when managing requests, documentation, and follow?ups... ...MITER Brands, we invest in your health, wealth, and wellness. Our comprehensive benefits...
Hourly pay
Temporary work
For contractors
Flexible hours
Weekday work
MI Windows and Doors
Nokomis, FL
5 days ago
Customer Service Associate I
...Weu2019re seeking a Customer Service Associate to join our team and deliver a great shopping experience... ...with questions and recommendations + Manage sales transactions while working... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...
Contract work
Part time
Local area
Dollar Tree
Venice, FL
2 days ago
Manager, Culinary Services
...Job Description The Food Service Manager is a management position responsible for developing and implementing dining solutions to meet customer... ...Ensure individual and team performance meets objectives and client expectations Plan and lead daily team briefings Ensure safety...
Aramark
Nokomis, FL
1 day ago
Account Manager - State Farm Agent Team Member
$55k - $80k
...~ Free food & snacks ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Craig Holloway - State Farm... ...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an...
For contractors
Flexible hours
State Farm
Venice, FL
2 days ago
Connected Customer Supervisor
...Overview The Connected Customer Supervisor is a Floor & Decor supervisor responsible for managing a dynamic team of customer service associates. This role will oversee the processes relating to cashiering, returns, cash office functions, inventory management, e-commerce...
Work at office
Local area
Monday to Friday
Flexible hours
Floor & Decor
Venice, FL
3 days ago
Field Supervisor
$60k - $65k
...a global leader in golf and community management.The Sarasota National (SN) Field Supervisor... ...to protect SN and all SN Master Association properties, consistent with state law,... ...SN Manager in solicitation of bids for service or equipment.Assist SN Manager to prepare...
For contractors
Immediate start
Troon Golf
Venice, FL
5 days ago
Customer Service - Self Storage Manager
$16 per hour
...Customer Service - Self Storage Manager Public Storage is the self-storage industry leader and we are Hiring Now! Earn $16.00 Per Hour Our Benefits Total rewards package available to our team: We work flexible and full-time schedules between the hours of...
Hourly pay
Full time
Weekend work
Public Storage
Venice, FL
3 days ago
Kitchen Manager
...Trail, Nokomis, FL, USA, Nokomis, FL, US Are you seeking a BOLD and FUN opportunity? Are you HUNGRY for career growth in the food-service and hospitality industry? Are you ready to take the next step in your career? If you're looking for an opportunity to prove your...
Burger King
Nokomis, FL
2 days ago
Account Manager - State Farm Agent Team Member
...could be the right fit for you. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Patrice Weston - State Farm... ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an...
Flexible hours
Patrice Weston - State Farm Agent
Nokomis, FL
9 days ago
Sales and Service Agent Remote
$69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...relationship-building skills Sales or customer service experience is helpful but not required...
Remote job
Work from home
Flexible hours
HMG Careers
Venice, FL
13 days ago
Front Desk Coordinator - Venice, FL
$15 - $20 per hour
Job Title: Wellness Coordinator Type: Part-Time Are you an outgoing individual with a passion for wellness and customer service? The Joint Chiropractic is seeking dynamic and energetic candidates to join our team as Wellness Coordinators. As a Wellness Coordinator, you...
Hourly pay
Part time
Flexible hours
The Joint Chiropractic
Venice, FL
4 days ago
Patient Service Specialist
...to providing high-quality, accessible care. Our practice continues to expand services by offering advanced radiation therapies, in-house pharmacy and laboratory capabilities, care management, theranostics, cutting-edge diagnostic imaging, and clinical research. We are...
Work at office
Flexible hours
SunState Medical Specialists
Venice, FL
3 days ago
Customer Service Officers
Automotive Service Advisor Customer Experience | High-Earning Potential | Career Growth Opportunity... ...Oversee service orders and help manage workflow within the service drive Distribute... ...drive management Hospitality and client relationship roles High‑volume dealership...
Krause Auto Group
Venice, FL
5 days ago
Customer Service Associate
...Customer Service Representative We want you to join our team as a Customer Service Representative. If you have the desire to be challenged... ...have: Retail and customer service experience Sales associate or cashiering experience High school diploma or equivalent...
Weekly pay
Temporary work
Local area
Flexible hours
Shift work
Circle K
Venice, FL
1 day ago
Customer Service Associate
Embrace the opportunity to become a Customer Service Associate at Wawa! Deliver outstanding customer service, operate POS systems, and keep our store inviting. If you thrive in a fast-paced environment and enjoy helping others, this is your chance to
Wawa
Nokomis, FL
3 days ago
Pharmacy Customer Service Associate
$16 - $18 per hour
...customers with courteous, fair, friendly, and efficient checkout service. + In accordance with state and federal regulations, assists... ...in and prices merchandise as required or as directed by store manager or communicated by the shift leader. + Performs duties as assigned...
Hourly pay
Work experience placement
Seasonal work
Local area
Immediate start
Flexible hours
Shift work
Afternoon shift
Walgreens
Venice, FL
4 days ago
Customer Service Associate
$15.5 - $19.25 per hour
...Store 5281 - Nokomis, FL 34275 Part time JR118240 As a Customer Service Associate (CSA) you are the friendly face that puts the ‘Wow’ in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is committed to putting...
Hourly pay
Part time
Local area
Flexible hours
Shift work
Wawa
Nokomis, FL
1 day ago
Woodie's Wash Shack - Customer Service Associate
$15 per hour
...Join the Epic Team at Woodie's Wash Shack! Now Hiring: Customer Service Associate - Nokomis, FL Starting at $15.00 an hour + Incentive Programs (Must be 18 years old or older) Woodie's Wash Shack is all about opportunity-to be a part of a team, build relationships...
Hourly pay
Immediate start
Work from home
Flexible hours
Shine Time Management LLC
Nokomis, FL
1 day ago
Pharmacy Customer Service Associate
...customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists... ...in and prices merchandise as required or as directed by store manager or communicated by the shift leader. Performs duties as assigned...
Work experience placement
Seasonal work
Local area
Immediate start
Flexible hours
Shift work
Afternoon shift
Walgreens Boots Alliance
Venice, FL
2 days ago
Customer Service Rep
...communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. Job Functions Communicates with customers via inbound and...
Lincare Holdings
Venice, FL
5 days ago
Head of Food Service Operations
...locations (One in Port Charlotte and one in North Venice) this month and are seeking an experienced, motivated, and hands‑on Food Service Manager / Café Operations Manager to help us successfully plan, prepare, launch, and operate both locations. Our cafés will offer a...
Ace Hardware Corporation
Venice, FL
1 day ago
Maintenance Supervisor
$30 per hour
...ensure a quality product to our residents. Completes resident service request in a timely manner to attain satisfactory retention Leads... ...vacant repairs, property damages, and commonarea needs to the manager. Schedules and performs preventative maintenance, and records...
Local area
Incore Residential
Venice, FL
5 days ago
Maintenance Supervisor - Altera Jacaranda
$32 - $34 per hour
...estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered... ...order to effectively interact with residents, clients, team members, and other business contacts,...
Hourly pay
Full time
For contractors
Work at office
Local area
Immediate start
Monday to Friday
Flexible hours
Weekend work
Afternoon shift
Greystar
Venice, FL
20 days ago
Accounts Payable Coordinator
...help with nutrition, adult day services, social engagement, education... ...weekly supply ordering and manage reception area.Complete weekly... ...Specialist, completing client billings and cash receipts.Attend... ...and Certifications:Requires an Associate Degree in Business or related...
Weekly pay
Full time
Work at office
Flexible hours
Senior Friendship Centers
Venice, FL
1 day ago
Ace Hardware - Cashier/Customer Service Associate - Apply Now
$13 - $16 per hour
Ace Hardware Cashiers and Customer Service Associates assist customers with purchases, operate the register, help customers locate tools and hardware items, answer basic home improvement questions, restock shelves, organize merchandise, and help maintain store cleanliness...
Hourly pay
Full time
Flexible hours
Ace Hardware
Venice, FL
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!