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Wealth Client Relations & Onboarding Specialist

Job in Port Saint Lucie, St. Lucie County, Florida, 34985, USA
Listing for: Connect Search, LLC
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A well-established financial services firm is seeking a Client Relationship Specialist in Port Saint Lucie, Florida. This role is essential in supporting Financial Advisors to enhance the client experience, ensuring operational excellence, and managing client onboarding and transactions. The ideal candidate will have a minimum of 2 years of experience in wealth management and strong skills in Microsoft Office. This high-touch role demands exceptional communication and organizational abilities to maintain strong client relationships.
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