Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Client Services Associate
Job
Financial Legacy Advisors
Lake Mary, FL (In Person)
$55,000 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
44
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Client Services Associate Financial Legacy Advisors Lake Mary, FL Job Details Full-time $50,000 - $60,000 a year 1 day ago Qualifications Customer communication Wealth management Bachelor's degree Financial services CRM system proficiency Full Job Description Financial Legacy Advisors is driven by a passion for helping others, with a deep commitment to supporting families and business owners, our team works to ensure they make sound, informed financial decisions. Our approach combines comprehensive financial planning with sophisticated investment management strategies. By blending our expertise in financial markets with a keen understanding of our clients' unique needs, we help them achieve long-term financial stability. The client service associate plays a critical role in onboarding and servicing our clients in a professional, timely and detailed manner. In addition, it plays a key role in overall firm operations and client service needs. What we look for in a candidate: Mature, positive, friendly personality Willingness to help others Empathy A desire to learn and grow Excellent organizational skills: ability to multi-task and manage time well Ability to handle stress with calm demeanor, especially when enlisting the cooperation of other personnel Knows that the details matter What to expect in the role: Support investment service activities for various account types (managed accounts, brokerage, direct mutual fund, annuities, etc.) Account opening and money movement Manage periodic investment plans including processing and confirming completion Process account transfers, distribution requests, new contributions and redemptions Coordination with clients for data collection and status updates