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Wealth Client Partner
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-07-10
Listing for:
Montanti Advisory Services
Full Time
position Listed on 2026-07-10
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
Montanti Advisory Services is seeking a Client Service Associate to provide high-touch client support at our boutique wealth advisory practice. You will coordinate client meetings, manage event bookings, and assist with account opening and document handling, ensuring accuracy and timeliness.
You’ll work closely with advisors to enhance the client experience and support financial plan analysis for both prospective and current clients.
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