Hybrid Client Services Associate – Investments
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-07-31
Listing for:
Rose International
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Private Banking
Job Description & How to Apply Below
Rose International in Jacksonville, FL is seeking a Client Services Associate to service investment and banking clients in a hybrid role (3 days onsite, 2 days remote), supporting their financial needs. The role requires current Series 7 & 66 licenses with SIE, a Bachelor's degree, and five years’ experience in client servicing.
You will articulate value propositions and connect clients with suitable digital and private client programs.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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