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
Vacancy posted 3 days ago
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