Remote Client Service Associate - Wealth Management
TalentWealth
TalentWealth is seeking an experienced Registered Client Service Associate to join a respected independent wealth management practice. This is a fully remote role focused on delivering white‑glove client service to high‑net‑worth clients while supporting the advisory team. The ideal candidate has 5+ years supporting Financial Advisors, active Series 7 and 66, and strong knowledge of brokerage operations, account servicing, and CRM systems. This long‑term role offers stability and growth. #J-18808-Ljbffr TalentWealth
Vacancy posted more than 2 months ago
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