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Financial Services Financial Advisor

Client Services Associate - Financial Investments - Entry

Job in Winter Park, Orange County, Florida, 32792, USA
Listing for: FRP of Florida
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 52800 - 60280 USD Yearly USD 52800.00 60280.00 YEAR
Job Description & How to Apply Below
A financial services firm in Winter Park, FL is seeking a Client Services Associate to support advisors and clients. The role involves managing client accounts, ensuring data accuracy, and providing office support. Candidates should have strong Outlook and MS Office skills, excellent communication abilities, and a minimum of 2 years in financial services. This full-time position offers a salary between $52,800 and $60,280 along with benefits including health insurance and a 401(k) plan.
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Position Requirements
10+ Years work experience
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