Client Success Specialist — Financial Advisory
Job in
Fort Lauderdale, Broward County, Florida, 33336, USA
Listed on 2026-02-13
Listing for:
Provenance Wealth Advisors, LLC
Full Time
position Listed on 2026-02-13
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
A financial advisory firm in Florida is seeking a Client Success Associate to deliver exceptional support to Financial Advisors and enhance the client experience. This role is crucial for administrative tasks and client interactions, ensuring a seamless onboarding process and maintaining high quality service. The ideal candidate should have 2-4 years in financial services and proficiency in MS Office. The position offers a professional office environment with opportunities for client engagement and collaboration.
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