Wealth Management Client Experience Associate

A leading financial advisory firm is seeking a Client Service Associate to provide exceptional support and foster trusted client relationships. The ideal candidate demonstrates strong organizational skills and communication proficiency, thriving in a fast-paced, hybrid environment. A bachelor’s degree and up to 2 years of relevant experience alongside knowledge of CRM platforms are required. The firm provides a competitive salary and benefits, including health insurance and a flexible PTO policy. #J-18808-Ljbffr