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Hybrid Finance Team Associate — Client Service & Planning
Job in
Fort Lauderdale, Broward County, Florida, 33336, USA
Listed on 2026-06-29
Listing for:
Coastal Wealth
Full Time, Part Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Financial Services, Finance Assistant
Job Description & How to Apply Below
Coastal Wealth is looking for a Financial Service Team Associate in Fort Lauderdale, FL. This part-time, hybrid role involves supporting financial advisors with day-to-day client services like preparing materials, organizing client files, and addressing inquiries.
The ideal candidate should have a strong background in finance, excellent communication skills, and a customer service orientation. Proficiency in Microsoft Office and CRM systems is preferred. You'll work collaboratively with the financial team while maintaining high standards of accuracy and confidentiality.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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