Wealth Management Client Services Associate

A leading financial services firm seeks PWM Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors. Ideal candidates should possess strong interpersonal skills and the ability to assist clients with everyday needs. Responsibilities include managing client relationships, executing transactions, and maintaining documentation. Qualifications include a high school diploma, preferred college degree, and active Series 7/66 or equivalent certifications. The role offers a collaborative environment with competitive compensation. #J-18808-Ljbffr