Willenborg Wealth Management is seeking a Client Service Associate in Destin, FL, to provide high-quality administrative support to Financial Advisors and their clients. The ideal candidate should be detail-oriented, possess strong communication skills, and be capable of managing multiple tasks in a fast-paced environment
Job Summary
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking a Client Service Associate in Destin, FL, to provide high-quality administrative support to Financial Advisors and their clients. The ideal candidate should be detail-oriented, possess strong communication skills, and be capable of managing multiple tasks in a fast-paced environment.
Skills & Requirements
Must-have
Client Relationship Management (CRM) software
Microsoft Excel for reporting
Processing client financial transactions
Managing client paperwork and documentation
High volume of daily client interactions
Nice-to-have
Detail-oriented and creative problem solver
Ability to handle stressful situations calmly
Proactive follow-up and problem resolution
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred