Wealth Management Client Services Associate
blueStone Solutions Group
blueStone Solutions Group is seeking a Client Service Associate to support our wealth management team in delivering an exceptional client experience. You will handle onboarding, account maintenance, CRM updates, and reporting while assisting Financial Advisors with daily operations and client engagement. The role requires 2–4 years in wealth management or financial services, strong technology skills, and FINRA Series 65/66 licensing. #J-18808-Ljbffr blueStone Solutions Group
Vacancy posted 1 day ago
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