Wealth Advisory Client Service Associate
Job in
Lafayette, Lafayette Parish, Louisiana, 70595, USA
Listed on 2026-06-24
Listing for:
PowerToFly
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Bank Customer Service, Financial Services, Financial Sales
Job Description & How to Apply Below
Power To Fly is seeking a Registered Client Service Associate in Lafayette, Louisiana. This role focuses on delivering exceptional service to clients and supporting Financial Advisors daily.
The ideal candidate will have strong interpersonal skills and financial services knowledge, along with necessary licenses. Responsibilities include managing client accounts, transactional support, and ensuring excellent client interactions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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