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Advisor Support & Client Services Specialist
Job in
Fort Lauderdale, Broward County, Florida, 33336, USA
Listed on 2026-08-29
Listing for:
Z Wealth Solutions
Full Time
position Listed on 2026-08-29
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Z Wealth Solutions is seeking an organized, client-focused Administrative Support role in the Fort Lauderdale area to back wealth management and life insurance advisors. You will handle administrative tasks, CRM data integrity, and support the lifecycle of life insurance applications, from submission to underwriting updates, while delivering exceptional client service.
The role involves coordinating with carriers and internal teams, ensuring compliance, and handling onboarding and service
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