About this role
Client Associate at Wf. Location: Sarasota, Florida, United States. Role: assisting advisors, serving clients, scheduling appointments Requirements: 1+ year brokerage or client service support experience; client service focus, ability to prioritize, meet deadlines, and strong communication skills; FINRA background screening required. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint Commitment: Full Time Workplace: Onsite Languages: English