Wealth Management Client Services Associate

TalentWealth; Venice (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

TalentWealth in Venice, FL, seeks a Client Services Associate to support financial advisors and deliver proactive client service. You will handle client inquiries, process basic trade requests, and maintain accounts with accuracy. Responsibilities include data entry, document preparation, and generating reports using portfolio software.

FINRA 7 & 66 preferred; equivalent experience considered. Excellent communication and organization are essential.

Qualifications

• Experience supporting financial advisors and maintaining client documents.
• Proficiency with portfolio software and back-office systems.
• Strong organizational and communication skills.
• Familiarity with FINRA rules is preferred.

Responsibilities

• Interact daily with clients via phone and in person to address inquiries and provide quotes.
• Receive orders from the Financial Advisor and assist with trade entries as directed.
• Research client and security information using back-office tools.
• Enter data into financial planning software and maintain accurate records.
• Prepare letters, forms, and spreadsheets for client servicing and prospecting.

Skills

Customer service

Phone etiquette

Data entry

Account research

Financial software

Documentation

Microsoft Office

Independent work

Education

Associate degree in finance/Business

FINRA Series 7 & 66 preferred

Tools

Portfolio software

Back office system

Excel

CRM

Job description

TalentWealth in Venice, FL, seeks a Client Services Associate to support financial advisors and deliver proactive client service. You will handle client inquiries, process basic trade requests, and maintain accounts with accuracy. Responsibilities include data entry, document preparation, and generating reports using portfolio software.

FINRA 7 & 66 preferred; equivalent experience considered. Excellent communication and organization are essential.