Client Services Associate
$50k - $55kTRC Talent Solutions
Base pay range $50,000.00/yr - $55,000.00/yr TRC Talent Solutions is hiring a Client Processing Associate for a large wealth management firm! This is a direct hire, hybrid role in the St. Pete area! Location St. Petersburg, FL Responsibilities Review advisor-provided data and generate complete, compliant account paperwork for client signatures. Process and follow up on brokerage and non-brokerage account requests, including account openings, maintenance, and advisor transitions. Deliver high-quality service and operational support to independent financial advisors across the U.S. Collaborate with team members through cross-training and provide coverage during high-volume periods. Partner with clearing firms to resolve routine processing requests and provide timely status updates. Handle inbound and outbound calls with advisors in a professional, service-oriented manner. Qualifications Bachelor's Degree preferred 2 years of financial services experience preferred Familiar with wealth management platforms Seniority level Entry level Employment type Full-time Job function Customer Service #J-18808-Ljbffr TRC Talent Solutions
Vacancy posted 2 days ago
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