Client Service Associate — Wealth Advisory
Listed on 2026-10-15
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Finance & Banking
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Customer Service/HelpDesk
Atlantic Avenue Advisors is seeking a Client Service Associate to provide day-to-day administrative and operational support to the advisory team. You will coordinate meetings with clients and prospects, assist with onboarding and Fidelity-related account processes, and help ensure tasks are completed accurately and efficiently.
The role emphasizes strong organization, proactive follow-through, and professional communication in a client-centric environment.
We have an opening for a Client Service Associate — Wealth Advisory Support in Delray Beach, FL, United States within Finance, Sales.
Learn more about the Client Service Associate — Wealth Advisory Support role in the description above.
We appreciate your interest in this position.
Join CrossMMG, LLC and contribute to our ongoing work.
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This posting is for the Client Service Associate — Wealth Advisory Support role at CrossMMG, LLC, based in Delray Beach, FL, United States.
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