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Financial Services Bank Customer Service Banking & Finance

Client Service Associate – Wealth Management Support

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Services, Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking Registered Client Service Associates in Jacksonville, Florida. This role involves providing exceptional service to clients, supporting Financial Advisors, and maintaining strong client relationships. Applicants should have high school diplomas (college preferred) and active Series 7 and Series 66/63/65 licenses. Strong interpersonal skills and knowledge of financial products are essential for success in this fast-paced environment.
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Position Requirements
10+ Years work experience
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