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Wealth Client Services Specialist

Job in Winter Park, Orange County, Florida, 32792, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking Registered Client Service Associates in Winter Park, Florida. In this role, you will enhance client relationships through effective communication and support. Candidates must hold active Series 7 and other relevant licenses, with at least two years of industry experience preferred. This position requires strong writing and organizational skills, alongside the ability to work collaboratively.

The firm values diversity and offers comprehensive benefits.
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