Wealth Client Services Associate

A financial services firm is seeking a Registered Client Service Associate in Yardley, Bucks County. This role involves providing exceptional support to Financial Advisors and cultivating client relationships. Key responsibilities include managing client accounts, executing transactions, and onboarding clients. Successful candidates will have strong interpersonal skills, relevant certifications, and prior industry experience. The firm values diversity and offers comprehensive employee benefits. #J-18808-Ljbffr