Client Associate – Finance Services (Flexible Work Options)

A leading global wealth manager is seeking a Client Associate in West Palm Beach, Florida. This role involves managing client information, educating clients on services, and assisting with reports for meetings. Candidates should ideally have 1-3 years of client service experience in finance, hold series 7 and 66 licenses, and possess strong communication skills. The firm promotes a collaborative culture and provides opportunities for growth. #J-18808-Ljbffr