Wealth Client Services Associate | Hybrid Role

TRC Talent Solutions; Saint Petersburg (FL); Hybrid; USD 50,000 - 55,000; Full time

Job summary

A wealth management recruitment agency is seeking a Client Processing Associate in St. Petersburg, FL. This full-time entry-level role involves reviewing data, processing account requests, and providing operational support to financial advisors. The ideal candidate has a Bachelor's degree and 2 years of financial services experience. A strong customer service orientation and familiarity with wealth management platforms are preferred. The position offers a hybrid work environment with competitive compensation.

Qualifications

• Bachelor's degree preferred.
• 2 years of experience in financial services preferred.
• Familiarity with wealth management platforms.

Responsibilities

• Review advisor-provided data and generate compliant account paperwork.
• Process and follow up on account requests.
• Deliver high-quality service to financial advisors.
• Collaborate with team members and provide coverage during busy periods.
• Partner with clearing firms for processing requests.
• Handle inbound and outbound advisor calls.

Skills

Customer service orientation

Attention to detail

Data review

Education

Bachelor's Degree

Tools

Wealth management platforms

Job description

A wealth management recruitment agency is seeking a Client Processing Associate in St. Petersburg, FL. This full-time entry-level role involves reviewing data, processing account requests, and providing operational support to financial advisors. The ideal candidate has a Bachelor's degree and 2 years of financial services experience. A strong customer service orientation and familiarity with wealth management platforms are preferred. The position offers a hybrid work environment with competitive compensation.