Regional Client Service & Financial Planning Associate

A leading financial services firm in Boca Raton seeks a Registered Client Service Associate. This role encompasses assisting advisors with financial plans, preparing client meeting summaries, and managing administrative duties. Candidates should possess a bachelor's degree, 3-5 years of client service experience, and have strong analytical and organizational skills. Ideal for those looking to grow in a supportive environment within a reputable firm focused on client success. #J-18808-Ljbffr