Wealth-Management Ops & Client Services Lead
Job in
Vero Beach, Indian River County, Florida, 32966, USA
Listed on 2026-05-21
Listing for:
Cardata
Full Time
position Listed on 2026-05-21
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
Cardata is seeking a Client Service & Administrative Assistant in Vero Beach, Florida. In this full-time role, you will manage advisors' calendars, ensuring smooth coordination for client meetings in a client-facing environment. The position offers growth potential into operations leadership or client service management.
The ideal candidate has 3-5+ years of administrative experience, strong organization skills, and is comfortable engaging with high-net-worth clients. Join us and help shape a new vision in wealth management.
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