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Wealth Client Services Associate - Client-Focused
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2025-12-20
Listing for:
PowerToFly
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Location: Sarasota
A financial services firm in Florida is seeking a Registered Client Service Associate to provide exceptional support to financial advisors and clients. The successful candidate will assist with client relationships, execute transactions, and educate clients on available tools. Ideal candidates possess solid experience in the financial industry, strong interpersonal skills, and proficiency in Microsoft Office. This role requires being detail-oriented and capable of thriving in a fast-paced environment, contributing to a cohesive team atmosphere.
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Position Requirements
10+ Years
work experience
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