Wealth Management Client Services Associate - On-Site
lindberg rippleTallahassee (FL)
Wealth Management Client Services Associate - On-Site
Posted 2 days ago
lindberg rippleTallahassee (FL)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
Lindberg & Ripple, a Palm Beach Gardens-based investment and insurance advisory, is seeking a Registered Client Service Associate for a full-time on-site role. You will support investment advisors, handle client inquiries, manage documentation, and coordinate with the team to deliver seamless service.
The ideal candidate will have excellent communication skills and a grounding in investment advisory client needs, with a degree in Finance, Business, or related field preferred.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.