Client Service Associate

Client Service Associate

Connors Wealth Management is seeking a motivated, detail-oriented Client Service Associate to join our growing team in Cocoa Beach, Florida.

This role is ideal for someone who genuinely enjoys helping people, takes pride in delivering exceptional service, and wants to build a long-term career in financial services. You’ll work closely with our clients, advisors, and operations team while receiving hands-on training and opportunities for continued professional growth.

What You’ll Do

• Serve as a primary service contact for a designated group of clients
• Provide professional, responsive support by phone and email
• Coordinate client requests and ensure follow-up items are completed thoroughly and on time
• Prepare and process account paperwork, money movements, and other service requests with accuracy
• Assist advisors with client meeting preparation, projects, and follow-up
• Proactively anticipate client needs and help maintain strong, lasting relationships
• Collaborate with advisors and operations team members to keep client work moving efficiently
• Maintain accurate records, organized documentation, and up-to-date internal systems
• Participate in team training, firm initiatives, and client events

What We’re Looking For

• Strong communication and interpersonal skills
• A genuine commitment to providing an exceptional client experience
• Excellent attention to detail, organization, and time management
• A positive, solutions-oriented attitude
• The ability to manage multiple priorities in a fast-paced, team-oriented environment
• Professionalism, accountability, and a willingness to learn
• Series 63, 65, or 66 licensing preferred
• Bachelor’s degree preferred
• An interest in long-term growth within the financial services industry

Why Join Connors Wealth Management?

• Hands-on training, mentoring, and support from an experienced team
• A collaborative culture where initiative and new ideas are valued
• Competitive compensation and a comprehensive benefits package
• Meaningful work supporting clients through important financial decisions
• A beautiful, professional office located in Cocoa Beach, Florida

If you’re ready to grow your career with a firm that values exceptional service, teamwork, and continued development, we’d love to hear from you.

Learn more about us at www.ConnorsWealth.com.

Job Type: Full-time

Pay: $40,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Work Location: In person