Brokerage Client Service Associate - Lake Mary, FL

We are looking for a Brokerage Client Service Associate to provide essential support to Financial Advisors. This role involves client servicing, administrative tasks, and operational guidance. If you have a background in the securities industry and excellent communication skills, we invite you to apply and join our team.

Skills

• securities knowledge
• client communication
• client servicing
• investment research
• financial planning
• microsoft office
• sales skills
• operational support
• risk mitigation
• appointment scheduling
• time management
• document fulfillment