Client Services Associate (Financial Services Wealth Management)
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Job Location:
Jacksonville, FL - USA
Monthly Salary:
$ 65000 - 80000
Posted on:
25 days ago
Vacancies:
1 Vacancy
Job Summary
Client Services Associate (Financial Services / Wealth Management)
Location: Jacksonville FL
Salary: $65000 $80000 Bonus opportunities
Benefits: Medical Dental Vision Life 401(k) w/ match PTO
Job Type: Full-Time On-site
Typical Hours: MondayFriday; 40 hours/week
Start Date: ASAP
Sponsorship is not available
Relocation assistance available
Client Services Associate (Financial Services / Wealth Management) Description
Our client in financial services is hiring a driven and detail-oriented Client Services Associate in Jacksonville FL. You will support advisors and clients driving accurate money movement account work and reporting in a fast structured setting. Our client seeks someone with 3 years experience in financial services who is eager to gain deep expertise and committed to executing at a high level with accuracy professionalism and urgency. This is a great hands-on opportunity for individuals who are naturally energized by data deadlines and making sure complex things work exactly as they should.
Client Services Associate (Financial Services / Wealth Management) Responsibilities
Execute money moves new accounts transfers and reporting
Prepare data-rich materials ahead of client and team meetings
Maintain precise documentation across custodians and platforms
Own CRM and workflows for accuracy visibility and follow-through
Track client requests and ensure timely completion
Leverage planning trading and account platforms daily
Use Excel for reconciliations balances and percentages
Draft and proof client-ready emails and updates
Take notes in meetings; log all actions and outcomes
Support advisors to deliver consistent client experience
Client Services Associate (Financial Services / Wealth Management) Qualifications
3 years of financial services or wealth management experience required
Proficiency with Excel Word CRM and financial planning tools required
Clear written and verbal communication skills required
Strong math accuracy across transfers balances and percentages required
Required Experience:
IC
Key Skills
- Electro Mechanical
- Instrument Maintenance
- Adobe Dreamweaver
- Document Control Management
- E-Commerce
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