Wealth Management Assistant: Client Services & Onboarding
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-07-30
Listing for:
Seacoast National Bank
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Seacoast Bank in Winter Park, FL is seeking a Wealth Management Assistant to support a Wealth Advisor, coordinate onboarding and servicing of client relationships, and collaborate with partners across banking lines. You will handle account maintenance, client communications, marketing support, CRM data tasks, and ensure confidentiality with accuracy and integrity.
This role emphasizes staying current with industry trends, adherence to bank policies, and delivering high-level service to clients
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