Client Service Associate
TRC Talent Solutions
A wealth management recruitment agency is seeking a Client Processing Associate in St. Petersburg, FL. This full-time entry-level role involves reviewing data, processing account requests, and providing operational support to financial advisors. The ideal candidate has a Bachelor's degree and 2 years of financial services experience. A strong customer service orientation and familiarity with wealth management platforms are preferred. The position offers a hybrid work environment with competitive compensation. #J-18808-Ljbffr
Vacancy posted 3 days ago
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