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Bank Customer Service Financial Services

Client Services & Onboarding Specialist

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Services
Job Description & How to Apply Below
A financial services company in West Palm Beach, Florida, is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors. This role involves building strong relationships with clients and assisting with their everyday needs, including executing transactions and educating clients on digital tools. The ideal candidate will have superior interpersonal and organizational skills, and experience in the financial industry is preferred.

A Series 7 license and a high school diploma are required. Competitive benefits offered.
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