Green Fairways Wealth Management is actively seeking a Client Associate to join their team in Venice, Florida. As a critical team member, your job as a Client Associate is to enhance the client experience by servicing clients, as well as providing operational and administrative support within the firm. You will perform administrative duties that support the Financial Advisors in their daily business practices, handle client experience details, and assist with the firms marketing efforts.
Green Fairway has a great office culture and truly believes in their mission of helping clients through every stage of their financial journey. If you possess excellent communication skills, genuinely enjoy client interaction, and have a team player mentality, we encourage you to apply!