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Client Services Associate
Client Services AssociateTeksky LLC • Doral, FL, United States
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Client Services Associate

Client Services Associate

Teksky LLC • Doral, FL, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

We are seeking a Client Services Associate to support a wealth management team with client service, account administration, custodian support, and operational excellence. This role is highly client-facing and requires strong communication, attention to detail, and technology comfort.

Responsibilities

Client inquiries, account servicing, document management, CRM updates, compliance assistance, custodian coordination, scheduling, reporting, and workflow improvements.

Requirements

  • 2+ years of experience in Financial Services
  • Onsite role based in Miami, FL
  • Authorized to work in the U.S.
  • Familiarity with financial products such as IRAs, Roths, 401(k)s, trusts, and rollovers
  • Experience with CRMs and financial planning tools preferred
  • Strong attention to detail and task management

If you're interested, kindly share your salary expectations along with your updated resume.

Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Job function

  • Finance

    • #J-18808-Ljbffr

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    Client Service Associate • Doral, FL, United States

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