Wealth Management Client Services Associate - On-Site
lindberg rippleTallahassee, FL
Wealth Management Client Services Associate - On-Site
lindberg rippleTallahassee, FLJunior L3
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsBrokerage Clerks
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
APPLY NOW (opens in a new tab)Lindberg & Ripple, a Palm Beach Gardens-based investment and insurance advisory, is seeking a Registered Client Service Associate for a full-time on-site role. You will support investment advisors, handle client inquiries, manage documentation, and coordinate with the team to deliver seamless service. The ideal candidate will have excellent communication skills and a grounding in investment advisory client needs, with a degree in Finance, Business, or related field preferred.
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Level
Junior L3
Location
Tallahassee, FL
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
yesterday