Client Service Associate – Wealth Management

Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

We’re partnering with a well-established financial institution that’s looking to add a registered (Series 7) Client Service Associate to their team. This is an exciting opportunity for someone who thrives in a fast-paced, client-first environment and has experience supporting financial advisors in the investment services space.

What You’ll Do: Assist with the onboarding of new client accounts and ensure all documentation is complete and accurate Handle ongoing account maintenance and operational requests (e.g., address changes, wire transfers, check requests) Maintain organized records of client activity, account documents, and branch-level files Respond to client inquiries, provide account info, order entry, and support advisors with daily operational needs Flag and escalate any unusual client activity or concerns to advisors or branch leadership Support the Financial Advisors with other assignments

What You Bring: 2+ years of experience in the investment or wealth management industry Strong administrative and client service skills Familiarity with investment products and basic securities regulations Excellent communication, time management, and critical thinking skills Ability to manage multiple tasks while delivering a top-tier client experience

Requirements: Active FINRA Series 7 required 2+ years of recent experience working in CSA functions Location: Ft Lauderdale, FL

Licensing: Active FINRA Series 7 and 63 or 66