Client Services Associate - Wealth Management (Boca Raton)
Stonebrook Wealth Partners
Stonebrook Wealth Partners is seeking an in-person Registered Client Associate in Boca Raton, Florida. The role involves operational support for financial advisors, ensuring client communications are timely and professional. The ideal candidate has 3+ years in financial services, strong communication skills, and is detail-oriented. Responsibilities include handling administrative tasks, onboarding clients, and supporting marketing efforts. A competitive salary with 401(K) match is offered. #J-18808-Ljbffr
Vacancy posted 4 hours ago
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