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Client Experience Specialist - Financial Services

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-08-03
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 55000 - 90000 USD Yearly USD 55000.00 90000.00 YEAR
Job Description & How to Apply Below

Rea Financial, based in Orlando, is seeking a Client Service Associate with financial services experience to support advisors, manage new client accounts, and handle processing with accuracy. The role emphasizes initiative and delivering exceptional client experiences in line with our Live Long and Finish Strong commitment.

The ideal candidate is organized, detail-oriented, and proactive, eager to contribute to a growing team and deepen their knowledge in financial services.

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