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Brokerage Registered Client Service Associate - Ponte Vedra, FL

Ponte Vedra Beach FL - 814 A1A North, United States

USD 60K-75K (estimate) Mid-level Full Time

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Found 4d ago
Tasks
Perks/Benefits
Skills/Tech-stack

Annuities | Appointment Scheduling | Authentication | Brokerage Accounts | Client Trades | Corporate actions | Financial planning | Investment research | Microsoft Office | Order Management | Risk Management | Sales Pipeline | Sales Support | Salesforce | Securities markets

Education

N/A

Roles

Associate | Brokerage Client Service Associate | Client Service Associate | Service Associate

Regions

North America

Countries

United States

States

Florida, US

Cities

Ponte Vedra Beach, Florida, US

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