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Financial Services

Wealth Client Support Associate

Job in Winter Park, Orange County, Florida, 32792, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Client Service Associate in Winter Park, Florida. The successful candidate will provide exceptional service to clients and support Financial Advisors. Responsibilities include assisting with transactions, educating clients on digital tools, and managing schedules. Applicants should have a high school diploma, with a college degree preferred, and must possess strong organizational skills. This is an excellent opportunity for those looking to develop in the financial sector with a commitment to client service.
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Position Requirements
10+ Years work experience
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