Client Services Associate - Financial Advisory

A major financial services firm in Florida is seeking a Registered Client Service Associate to provide essential administrative support to Financial Advisors and clients. The ideal candidate should possess effective communication skills and the ability to manage multiple, detailed tasks in a fast-paced environment. This role includes onboarding clients, processing asset transfers, and preparing financial reports. A High School Diploma and related experience are preferred, along with relevant licenses such as SIE and Series 7.
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