Client Service Specialist

Matthias Private Wealth, LLC
Orlando, Florida
Open/ Negotiable
08 Apr 2022
07 Jun 2022
Job Function
Wealth Management
Employment Type
Full Time

Matthias Private Wealth (MPW) is a multi-family office with unique culture and professional depth due to our origin. With multiple generations of our own successful attorneys, tax specialists, fiduciaries, investors, and other wealth management specialists, we understand the convenience and strategic power of aggregating our collective professional knowledge under one roof.

We are offering an opportunity to join our team as a Client Service Specialist, a critical role that provides client relationship support through performing the tasks below. This position requires a diverse skill set, problem solving, professionalism, organization and teamwork. This position should show initiative to develop the necessary skills to move into a certified financial planner (CFP) or wealth management certified professional (WMCF) within five years.

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