Wealth Management Client Services Associate

A leading financial services firm is seeking a detail-oriented Client Service Associate in New York to support Financial Advisors and ensure exceptional client service. The ideal candidate will possess strong organizational skills, Microsoft Office proficiency, and a passion for client relationships. Candidates should have at least a high school diploma, with a preference for a college degree and be willing to obtain necessary financial licenses. This role embodies teamwork, multi-tasking, and the ability to thrive in a dynamic environment while delivering superior service. #J-18808-Ljbffr