Wealth Structuring Jobs in Florida

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Client Services Associate
Boca RatonNegotiable

Client Service Associate | Hybrid | Boca Raton, FLI'm working with a boutique financial services firm in Boca Raton, FL that is looking to add a Client Service Associate to their team. This is a hybrid role supporting high-net-worth clients with accounting, bookkeeping, and financial operations.Key Responsibilities:Serve as a trusted point of cont...