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Client Services Associate
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-01-01
Listing for:
TRC Talent Solutions
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Base pay range
$50,000.00/yr - $55,000.00/yr
TRC Talent Solutions is hiring a Client Processing Associate for a large wealth management firm! This is a direct hire, hybrid role in the St. Pete area!
LocationSt. Petersburg, FL
Responsibilities- Review advisor-provided data and generate complete, compliant account paperwork for client signatures.
- Process and follow up on brokerage and non-brokerage account requests, including account openings, maintenance, and advisor transitions.
- Deliver high-quality service and operational support to independent financial advisors across the U.S.
- Collaborate with team members through cross-training and provide coverage during high-volume periods.
- Partner with clearing firms to resolve routine processing requests and provide timely status updates.
- Handle inbound and outbound calls with advisors in a professional, service-oriented manner.
- Bachelor's Degree preferred
- 2 years of financial services experience preferred
- Familiar with wealth management platforms
Entry level
Employment typeFull-time
Job functionCustomer Service
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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