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#twiceasnice Recruiting · 6 days ago

Client Service & Operations Specialist (Series 7 + 3+ yrs financial svcs/wealth mgmt. exp. req.)

Jacksonville, FL

Full-time

Onsite

Mid Level

$65K/yr - $90K/yr

3+ years exp

#twiceasnice Recruiting is seeking a driven and detail-oriented Client Service & Operations Specialist for a well-established private financial services firm in Jacksonville, FL. In this role, you will execute money movement, prepare client materials, maintain accurate records, and ensure advisors have what they need to deliver an exceptional client experience.

Career PlanningHuman ResourcesProfessional ServicesRecruiting

No H1B

Hiring Manager

Sam Kenney

Responsibilities

Execute money moves, new accounts, transfers, and reporting

Prepare data-rich materials ahead of client and team meetings

Maintain precise documentation across core advisory tools and systems

Own CRM and workflows for accuracy, visibility, and follow-through

Track client requests and ensure timely completion

Leverage planning, trading, and account platforms daily

Use Excel for reconciliations, balances, and percentages

Draft and proof client-ready emails and updates

Take notes in meetings; log all actions and outcomes

Support advisors to deliver consistent client experience

Qualification

Series 7 licenseFinancial services experienceAccount operationsExcel proficiencyCRM proficiencyMath accuracyWealth management experienceWord proficiencyFinancial planning tools