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Senior Client Services Specialist Financial Advisors
Job in
Winter Haven, Polk County, Florida, 33884, USA
Listed on 2026-01-12
Listing for:
Raymond James
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A prominent financial services firm in Winter Haven is seeking a Senior Registered Client Service Associate. This role involves providing essential support to Financial Advisors and clients, managing onboarding processes, responding to client inquiries, and enhancing practice efficiencies. Ideal candidates will possess over five years of experience in financial services and strong communication skills. This full-time position offers a dynamic work environment with growth opportunities.
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Position Requirements
10+ Years
work experience
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