Client Service Assistant - Orlando
1 month ago

Job summary
We are seeking an experienced, fully licensed Client Service Assistant to join our team.
+Responsibilities
- Serve as a trusted point of contact for clients,
- Assist advisors with all aspects of client onboarding,
account management and financial plan implementation,
Maintain accurate client data within CRM and custodian platforms.
Qualifications
(or Series 63/65) and state life and health insurance license preferred.
Job description
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