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Financial Services

Senior Client Services Associate: Financial Advisory

Job in Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is looking for a Registered Client Service Associate in Saint Petersburg, Florida. This role involves providing high-quality administrative support to financial advisors and clients, managing onboarding processes, and ensuring compliance with industry regulations. The ideal candidate should have strong communication skills, proficiency in CRM software, and at least five years of experience in the financial services industry.

This position promotes a collaborative work culture and values personal and professional development.
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Position Requirements
10+ Years work experience
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