Wealth Management Client Associate - Reporting & Onboarding

A leading independent financial advisory firm is seeking a Client Associate to support their Private Advisor Team in managing client relationships. The role involves preparing key financial reports, coordinating with clients' financial professionals, and ensuring compliance across various client accounts. Ideal candidates should have 1-3 years of experience in client service within the financial industry and preferably hold a Bachelor's degree in business or finance. Strong Excel skills and attention to detail are essential. Competitive compensation is provided, along with a comprehensive benefits package. #J-18808-Ljbffr