Client Service & Onboarding Specialist; Financial Services
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-06-23
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Advisor, Financial Services, Banking & Finance
Job Description & How to Apply Below
711 MS Smith Barney, LLC is seeking a Registered Client Service Associate to modernize and enhance the client experience. This role involves cultivating client relationships and supporting Financial Advisors in delivering services effectively.
The ideal candidate must possess strong interpersonal skills, a detail-oriented approach, and relevant licensing. Experience in the financial services industry is preferred, and the position may involve onboarding clients and preparing reports.
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