Client Service Associate Wealth Management
Crescent City Recruitment Group
Vanport, Beaver County$50,678 - $50,678 est.Full-timePosted 11 days ago
Client Service Associate - Financial Planning Our client, is a respected wealth management firm known for delivering exceptional service to every client relationship. They are seeking a polished and detail-oriented Client Service Associate who will ensure all client account activity is handled with care, accuracy, and professionalism. This position plays a key role in supporting advisors and maintaining the high standards clients expect. Key Responsibilities Serve as back up to the Director of …
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