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Westshore Financial Group, Inc.

Client Experience Specialist — Financial Services

Westshore Financial Group, Inc., Tampa, Florida, us, 33646

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A financial services firm in Florida seeks a detail-oriented professional to support financial advisors and enhance client experiences. Responsibilities include serving as a client liaison, maintaining financial data, and preparing investment paperwork. Candidates should possess excellent communication skills, strong organizational capabilities, and proficiency in Microsoft Office. Preferred qualifications include 3–5 years of office experience and a college degree. This is a full-time position offering a mid-senior level opportunity. #J-18808-Ljbffr