Janney
A financial services firm in Boca Raton seeks a Private Client Associate to support the Legacy Wealth Advisors team. In this role, you will manage client communications, assist with money movement requests, and oversee administrative functions. The ideal candidate has 10+ years of client engagement experience and is proficient in essential software tools. This position offers a competitive salary, a performance bonus, and various employee benefits. Join us to thrive in a supportive and growth-oriented environment.
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