Wealth Management Client Service Specialist

A well-established financial advisory firm in Bala Cynwyd seeks a Client Service Associate to provide exceptional administrative support for a lead advisor. This role includes calendar management, meeting preparation, and ensuring compliance with documentation standards. Candidates should possess a bachelor's degree or equivalent, 1-3 years of relevant experience, and a strong proficiency in Microsoft Office. Competitive compensation ranges from $60,000 to $75,000 based on experience, with additional benefits including medical and retirement plans. #J-18808-Ljbffr