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Wealth Management Client Services Associate
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2026-01-11
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A national investment advisory firm in Sarasota, FL is seeking a Client Service Associate to support client needs and enhance service quality. The ideal candidate will possess a Bachelor's degree in Finance, Business, or Economics, and exhibit strong communication and organizational skills. Responsibilities include responding to client inquiries, monitoring account activity, and collaborating with wealth advisors. Competitive salary range from $47,000.00 to $78,000.00 is offered, with opportunities for career growth in the financial services industry.
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Position Requirements
10+ Years
work experience
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