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Senior Client Service Associate Financial Advisors

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Fwainvest
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Position: Senior Client Service Associate for Financial Advisors

Fwainvest is looking for a Senior Registered Client Service Associate in Boca Raton, FL. This role involves supporting financial advisors and providing administrative support to clients. The ideal candidate will possess excellent communication skills and experience in the financial services industry.

The position offers an opportunity for professional growth and will include responsibilities such as onboarding new clients, managing client inquiries, and supporting branch staff. Join Fwainvest and grow your career in finance!

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Position Requirements
10+ Years work experience
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