Client Service Assistant

5 days ago Be among the first 25 applicants

Direct message the job poster from APEX WEALTH MANAGEMENT, LLC

Client Service Assistant

Full-Time

Apex Wealth Management, LLC is a comprehensive wealth management and financial advisory firm based in Orlando, Florida
. As a hybrid practice
, we offer clients the flexibility of both advisory and brokerage solutions, delivering personalized strategies that help them pursue their financial goals. Our team is dedicated to providing exceptional client service, sound advice, and a collaborative work environment that values integrity, professionalism, and growth.

We are seeking an experienced, fully licensed Client Service Assistant to join our team. This on-site role is ideal for a motivated professional who thrives in a client-focused environment and enjoys supporting the ongoing needs of both clients and advisors. The position combines client relationship management, operational support, and advisory service delivery within a dynamic, team-oriented culture.

• Serve as a trusted point of contact for clients, delivering prompt, courteous, and knowledgeable service.
• Assist advisors with all aspects of client onboarding, account management, and financial plan implementation.
• Prepare for and follow up on client meetings, including generating reports, handling documentation, and managing action items.
• Execute trades, account transactions, and other investment-related requests in accordance with firm and regulatory guidelines.
• Maintain accurate client data within CRM and custodian platforms.
• Coordinate with custodians, product providers, and internal departments to ensure seamless service delivery.
• Support the creation and execution of investment, retirement, and insurance strategies.
• Identify opportunities to enhance client relationships and improve service efficiency.
• Stay informed on market trends, product offerings, and compliance requirements.

• Licensing: Active FINRA Series 7 required;
  FINRA Series 66 (or Series 63/65) and 2-15 State Insurance license preferred.
• Experience: Minimum 3 years of experience in the financial services industry, ideally within a wealth management or hybrid advisory/brokerage environment.
• Solid understanding of investment products, retirement planning, and financial planning principles.
• Exceptional attention to detail, organizational, and follow-up skills.
• Excellent written and verbal communication abilities.
• Proficiency with financial planning software, custodial platforms, CRM systems, and Microsoft Office Suite.
• Team-oriented mindset with a commitment to delivering an outstanding client experience.

• Competitive salary commensurate with experience
• Opportunities for professional growth and continuing education
• Supportive and collaborative work environment

Please send your resume and a brief cover letter to

Referrals increase your chances of interviewing at APEX WEALTH MANAGEMENT, LLC by 2x

Apply BELOW