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Wealth Client Services Associate
Remote / Online - Candidates ideally in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2025-12-31
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for:
TRC Talent Solutions
Full Time, Remote/Work from Home
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A wealth management recruitment agency is seeking a Client Processing Associate in St. Petersburg, FL. This full-time entry-level role involves reviewing data, processing account requests, and providing operational support to financial advisors. The ideal candidate has a Bachelor's degree and 2 years of financial services experience. A strong customer service orientation and familiarity with wealth management platforms are preferred. The position offers a hybrid work environment with competitive compensation.
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Position Requirements
10+ Years
work experience
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