About this opportunity
JCW Group lists this Client Services Associate opportunity in bay county, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview: Our client, a growing RIA, is looking for a Client Services Associate to support advisors and the broader client service team. The ideal candidate will have 5+ years of experience in wealth management or financial services, experience working with HNW clients, and strong operational and client service skills.
Key Responsibilities:
Support advisors with day-to-day client service and administrative needs.
Assist with new client onboarding and account opening.
Prepare and process client paperwork and account documentation.
Handle account maintenance, cash management, and investment-related transactions.
Work with custodians and other partners to process client requests.
Maintain accurate client records and documentation.
Qualifications:
Minimum 5 years of experience in wealth management, financial services, or a related field.
Experience working with high-net-worth clients.
Strong understanding of investment account operations and transactions.
Strong attention to detail and organizational skills.
Florida 2-15 insurance license is a plus, but not required.
Investment and insurance experience is a plus.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.