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Client Success Advisor – Institutions Advisory

Job in Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for: Osaic
Full Time position
Listed on 2026-03-02
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 40000 - 48000 USD Yearly USD 40000.00 48000.00 YEAR
Job Description & How to Apply Below
A financial services firm seeks to hire an Institutions Advisory Support Specialist to provide outstanding service to advisors and their clients. Candidates should possess at least 2 years of experience in financial services or customer support, with proficiency in Microsoft applications and CRM systems. The role demands strong critical thinking and problem-solving skills. It is a full-time position with a hybrid work schedule in St.

Petersburg, offering a salary range of $40,000 to $48,000 annually plus performance bonuses.
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