One of the fastest growing independent RIA firms in the country is seeking a Client Service Representative for their office in the Coconut Creek, FL area. This individual would work with an existing book of business with the support of a successful firm and marketing system.

Job Responsibilities and Qualifications

• Work with existing clients of the firm
• Client reviews
• Portfolio analysis
• Re-balancing
• Look for other sales opportunities within the existing book
• 65 required