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Senior Client Services Associate Financial Advisors
Job in
Winter Haven, Polk County, Florida, 33884, USA
Listed on 2026-01-13
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Florida is seeking a detail-oriented Registered Client Service Associate. This role involves supporting financial advisors and clients through effective communication and task management. The ideal candidate will possess strong organizational skills and a minimum of 5 years in financial services. Responsibilities include managing client interactions, onboarding new clients, and helping implement best practices. Join the team to grow and enhance your career in a dynamic environment.
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Position Requirements
10+ Years
work experience
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