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TalentWealth

Wealth Client Services Associate – Onboarding & Support

TalentWealth, Tampa, Florida, us, 33646

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A leading wealth management firm in Tampa is looking for an experienced Client Service Associate to provide high-quality support to financial advisors and clients. The role involves client onboarding, data management, and email support, requiring at least 5 years of administrative experience, exceptional communication skills, and proficiency in Microsoft Office. The firm offers a competitive salary of $60,000 - $80,000 per year along with several benefits including health insurance and a 401(k) plan. #J-18808-Ljbffr