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Client Services Specialist – Onboarding & Banking Solutions
Job in
Royal Poinciana Park, Indian River County, Florida, USA
Listed on 2026-01-12
Listing for:
PowerToFly
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service, Bilingual
Job Description & How to Apply Below
A major financial firm is seeking a Registered Client Service Associate to enhance the client experience through active communication and personalized service. Responsibilities include onboarding clients, assisting with financial products, and collaborating with Financial Advisors. Ideal candidates will have a High School Diploma and industry experience, along with active financial licenses. The position emphasizes bilingual skills and requires a team-oriented, proactive approach to client management and service delivery.
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