Wealth Management: Client Service Associate
Job in
Fort Myers, Lee County, Florida, 33916, USA
Listed on 2026-07-10
Listing for:
Sanctuary Wealth
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
1280 Financial Partners is seeking a Client Service Associate to support the client service and operations team in wealth management. The role focuses on relationship support, problem solving, and delivering exceptional service to clients and advisors.
The ideal candidate thrives in a professional, client‑facing environment, collaborates well with the team, and is eager to grow within a growing independent wealth management firm.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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