Financial Client Services Associate for Advisors

Fwainvest; Melbourne (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental and vision insurance

Retirement savings plan

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

Effective communication

Client relationship management

Excel proficiency

Time management

Analytical skills

Education

High School Diploma

Tools

CRM software

Office equipment

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!