We have a job opening in our Orlando office

Client Service Manager/Receptionist

• Provide customer service support and serve as a point of contact for wealth management clients of a financial planning firm.
• Process and oversee all aspects of client relationship: opening accounts, account maintenance, requests for funds, and account transfers/rollovers and maintain client contact database.
• Direct incoming phone calls and greet/assist clients entering office.
• Assist with processing and mailing of completed tax returns.
• Must have a friendly and engaging personality and enjoy multi-tasking. High attention to detail and accuracy required. Must have excellent communication skills.
• College degree and 3+ years of experience in customer service preferred.

Email resume’ to [email protected]/  Please, no calls or drop-ins.


About Dan Moisand

Dan Moisand is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. He is a regular contributor for multiple outlets, including Florida Today, MarketWatch, and The Wall Street Journal. His writing and financial advice have also been featured in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Forbes, Smart Money, and The New York Times, among other publications. He is the only two-time winner of the Journal of Financial Planning’s “Call for Papers” competition and has been named a top financial planner and advisor by multiple publications. Investment News named Dan one of the “twenty most influential men and women” in the history of financial planning. He currently serves on the Board of Directors for the CFP (Certified Financial Planner) Board.


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