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Financial Client Experience Specialist

Job in Destin, Okaloosa County, Florida, 32540, USA
Listing for: Benjamin F. Edwards
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Destin, Florida is looking for a Financial Client Associate to support Financial Advisors and deliver exceptional service to clients. This role involves managing client inquiries, assisting in account openings, and maintaining client reports using tools like Salesforce and Money Guide Pro . Ideal candidates will have a Bachelor’s Degree and at least a year of experience in client services.

Strong organizational and communication skills are essential, along with proficiency in Microsoft Office Suite. Enjoy a supportive work culture and comprehensive benefits.
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