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Client Experience & Operations Associate

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Satovsky Asset Management
Full Time position
Listed on 2026-08-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Retail Associate/ Customer Service
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Satovsky Asset Management seeks a detail-oriented Client Service Associate in West Palm Beach. This role is the operational spine of the client experience—ensuring seamless service and quiet operational excellence at every step.

You will collaborate with Wealth Strategists and the client service team on onboarding, account maintenance, money movement, and ongoing relationship management. As we open our West Palm Beach office, you will help greet visitors and keep the space welcoming.

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Position Requirements
10+ Years work experience
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