Client Services Associate Salaries in Plantation, FL

Serve as the primary point of contact for incoming calls and office inquiries. Prior experience in an administrative, receptionist, or customer service role…

$16 - $20 an hour

Gain exposure to wealth management business, products, services and clients’ financial needs. Develop business, financial and analytical skills needed for…

Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

An associate's degree, professional certification, or equivalent training. You’ll play a key role in supporting our clients and ensuring their needs are met.

Attend to client’s phone calls promptly who are attempting to access services and provide them with accurate and timely information.

Assist financial advisors with problem resolution of account opening, maintenance items ,and other inquiries related to client onboarding, servicing, and client…

$130,000 - $175,000 a year