BBF Wealth
Senior Client Services Associate for Financial Advisors
BBF Wealth, Winter Haven, Florida, United States, 33884
A financial services firm in Florida is seeking a detail-oriented Registered Client Service Associate. This role involves supporting financial advisors and clients through effective communication and task management. The ideal candidate will possess strong organizational skills and a minimum of 5 years in financial services. Responsibilities include managing client interactions, onboarding new clients, and helping implement best practices. Join the team to grow and enhance your career in a dynamic environment.
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