Registered Client Service Associate Palm Beach Gardens Florida United States Of America

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors by building trusted relationships and handling daily operational needs. The role involves assisting with money movement transactions, managing client account onboarding, executing clerical duties, and providing administrative support such as calendar management and expense reporting. Candidates are expected to maintain current knowledge of financial services products and firm policies while collaborating with cross-functional teams.