Senior Client Service Specialist Financial Advisors
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-01-14
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Boca Raton is seeking a Registered Client Service Associate to provide essential administrative support to Financial Advisors and clients. The ideal candidate will have over five years of experience in the financial services industry, effective communication skills, and the ability to manage multiple tasks in a dynamic environment. Responsibilities include client onboarding, handling inquiries, and assisting with trades.
Join us at BBF Wealth and help shape the future of financial advisory services.
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Position Requirements
10+ Years
work experience
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