POSITION SUMMARYRegistered Client Service Associates provide exceptional service to our clients and support FinancialAdvisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactionswith clients, individuals in this role build trusted relationships. Leading with a client first mindset, asuccessful candidate for this role will have strong interpersonal skills and will be able to assist clientswith their everyday needs.DUTIES and RESPONSIBILITIES:Client Support:Provide service coverage for a FA/PWA/team including:• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Want more jobs like this?GetjobsinMiami, FLdelivered to your inbox every week.
Want more jobs like this?
GetjobsinMiami, FLdelivered to your inbox every week.
Get Jobs