Florida Licensed Client Service Associate

Job Summary

Providing administrative support to a team of advisors, the full-time Florida Licensed Client Service Associate will manage client communications, maintain client management systems, and assist with account activities in a remote environment.

Key responsibilities

• Answer phones, schedule appointments, and prepare materials for client meetings
• Keep client management systems up to date with client information and assist with new account documentation
• Conduct proactive outreach to clients and manage account activities such as transfers and maintenance

Required qualifications

• 2+ years of financial industry experience, preferably in wealth management
• 2+ years of experience in the client service industry supporting clients and financial advisors
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
• Organized with strong attention to detail
• Ability to analyze and research information