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Executive Wealth Client Support Specialist

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: Partners Federal Credit Union
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial service organization in Orlando is seeking an Executive Client Services Associate to support Wealth Advisors and enhance client interactions. This role involves administrative tasks, client support, and achieving financial goals. Ideal candidates will have a high school diploma, relevant experience, and certifications such as FINRA Series 7. The position offers competitive pay and benefits, with a focus on personal and professional development that reflects the organization's commitment to its members.
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