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Client Service Specialist – Wealth Advisory; Pensacola)
Job in
Pensacola, Escambia County, Florida, 32573, USA
Listed on 2026-09-05
Listing for:
ascendtogether
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Saltmarsh Financial Advisors in Pensacola, FL, is seeking a Client Service Coordinator to support our Investment & Wealth Advisory team. You will be the first point of contact for clients, coordinate schedules, and assist advisors with daily operations to ensure timely service.
You will handle client requests, prepare reports, maintain accurate records, and collaborate with the team to deliver a superior client experience in a fiduciary, fee-based environment.
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