Client Services & Onboarding Specialist

PowerToFly; West Palm Beach (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional growth

Job summary

A financial services company in West Palm Beach, Florida, is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors. This role involves building strong relationships with clients and assisting with their everyday needs, including executing transactions and educating clients on digital tools. The ideal candidate will have superior interpersonal and organizational skills, and experience in the financial industry is preferred. A Series 7 license and a high school diploma are required. Competitive benefits offered.

Qualifications

• High School Diploma/Equivalency required.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses are necessary.
• Preferred two or more years of industry experience.

Responsibilities

• Support financial advisors in client relationships.
• Execute money movement transactions.
• Educate clients on digital tools.
• Manage phone calls and calendar logistics.
• Assist with general office functions.

Skills

Interpersonal skills

Detail orientation

Organizational skills

Microsoft Office skills

Time management

Adaptability

Team collaboration

Education

High School Diploma/Equivalency

College degree preferred

Job description

A financial services company in West Palm Beach, Florida, is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors. This role involves building strong relationships with clients and assisting with their everyday needs, including executing transactions and educating clients on digital tools. The ideal candidate will have superior interpersonal and organizational skills, and experience in the financial industry is preferred. A Series 7 license and a high school diploma are required. Competitive benefits offered.