Wealth Client Services Specialist
Fidelitybanknc
Fidelitybanknc is looking for a Client Service Associate in Cary, NC. This role involves providing high-touch administrative and client service support to Wealth Advisors and the wealth management team. You will be crucial in ensuring a professional client experience, managing onboarding, account servicing, and preparation of meeting materials. The ideal candidate has a Bachelor’s degree and at least 2 years of experience in wealth management or banking. Proficiency in Microsoft Office and strong attention to detail are vital for success in this role. #J-18808-Ljbffr
Vacancy posted 1 day ago
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