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Wealth Management Financial Services

Senior Client Success Lead — Wealth Advisory

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Provenance Wealth Advisors
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm in West Palm Beach is looking for a Senior Client Success Associate to deliver exceptional administrative support to Financial Advisors and enhance client service initiatives. The ideal candidate should have experience in wealth management and must possess strong communication skills. This full-time position requires a proactive approach to resolving client issues while also mentoring junior team members.

A collaborative work environment is emphasized, promoting a culture of accountability and service excellence.
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Position Requirements
10+ Years work experience
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