Client Services Associate

Ref ID: 02913481

Classification: Client Services Representative

Compensation: $60000.00 to $65000.00 yearly

Our client, a growing wealth management firm, is looking for a Client Service Associate to join their team. In this role, you will gather and analyze client data, help prepare financial plans and meet other client and wealth manager needs. The ideal candidate has 2+ years of financial services experience and is detail oriented with excellent communications skills and a strong aptitude for customer service. For a confidential conversation, please reach out to John Mantz on LinkedIn.

Job Requirements:
Wealth Management

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