Financial Client Services Associate for Advisors
Fwainvest
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Benefits offered by this job
Job summary
Fwainvest is looking for a Registered Client Service Associate in Melbourne, FL, to support financial advisors and manage client interactions. This role requires strong communication skills and the ability to handle multiple tasks in a fast-paced environment.
The ideal candidate will assist in onboarding clients, managing accounts, and preparing financial reports. A high school diploma is required, and knowledge of CRM software is preferred. Join us for a rewarding career at Fwainvest!
Qualifications
- 1+ years of securities industry experience preferred.
- A high school diploma or equivalent is required.
- Ability to work independently and in a team environment.
Responsibilities
- Serve as a point of contact for client inquiries and support.
- Onboard new clients and manage client accounts.
- Prepare financial reports for client meetings.
Skills
Education
Tools
Job description
Fwainvest is looking for a Registered Client Service Associate in Melbourne, FL, to support financial advisors and manage client interactions. This role requires strong communication skills and the ability to handle multiple tasks in a fast-paced environment.
The ideal candidate will assist in onboarding clients, managing accounts, and preparing financial reports. A high school diploma is required, and knowledge of CRM software is preferred. Join us for a rewarding career at Fwainvest!
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