2 Financial Client Services Associate (FT) Jobs in Boca Raton, FL

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Financial Client Services Associate (FT)

Professional Career Match Solutions

Boca Raton, FL | Full Time

$95k-117k (estimate)

1 Month Ago

Client Services Associate

CyberCoders

Boca Raton, FL | Full Time

$53k-70k (estimate)

3 Months Ago

Financial Client Services Associate (FT)

$95k-117k (estimate)

Full Time 1 Month Ago

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Professional Career Match Solutions is Hiring a Financial Client Services Associate (FT) Near Boca Raton, FL

Financial Client Services Associate

Location: Boca, FL
Base Salary: $55k to $60k plus benefits

Need to be tech savvy and advance level of Excel is a MUST

Looking for a Financial Services Client Associate responsible for new business applications, services, etc. for life insurance, investments, and 401(k) plans.
The company is an RIA.
Need experience directly working for an advisory team as new business processing and client service. Looking for someone that is an administrative assistant.

Duties:

Processes paperwork
handles client calls
completes CRM
sends out money
completes applications
understands insurance products, etc.

Qualifications:

Minimum 3-5 years in the business.
Extremely tech-savvy with Excel and other programs
The client has multiple programs to work on, unlike brokerage companies which have just a few.
Very detailed and can multitask like a champion.

If you are registered it's a plus but it is not necessary.