Client Services Associate (Financial Services / Wealth Management)

#twiceasnice Recruiting • Jacksonville, FL

49d • $65,000 - $80,000 • Onsite

About The Position

Our client in financial services is hiring a driven and detail-oriented Client Services Associate in Jacksonville, FL. You will support advisors and clients, driving accurate money movement, account work, and reporting in a fast, structured setting. Our client seeks someone with 3+ years’ experience in financial services who is eager to gain deep expertise and committed to executing at a high level with accuracy, professionalism, and urgency. This is a great hands-on opportunity for individuals who are naturally energized by data, deadlines, and making sure complex things work exactly as they should.

Requirements

• 3+ years of financial services or wealth management experience required
• Proficiency with Excel, Word, CRM, and financial planning tools required
• Clear written and verbal communication skills required
• Strong math accuracy across transfers, balances, and percentages required

Responsibilities

• Execute money moves, new accounts, transfers, and reporting
• Prepare data-rich materials ahead of client and team meetings
• Maintain precise documentation across custodians and platforms
• Own CRM and workflows for accuracy, visibility, and follow-through
• Track client requests and ensure timely completion
• Leverage planning, trading, and account platforms daily
• Use Excel for reconciliations, balances, and percentages
• Draft and proof client-ready emails and updates
• Take notes in meetings; log all actions and outcomes
• Support advisors to deliver consistent client experience

Benefits

• Medical
• Dental
• Vision
• Life
• 401(k) w/ match
• PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 51-100 employees