Wealth Management Client Service Associate
Sterling St James LLC
Sterling St James LLC in the Pittsburgh area (Wexford, PA) seeks a Client Service Associate to support a financial planning team serving high-net-worth clients and institutions. You will handle new client accounts, process documentation, and support advisors with reporting and presentations. The role requires a Bachelor's degree, at least 2 years in financial services, and proficiency with MS Excel and planning software; familiarity with Schwab Advisor Center and DocuSign is a plus, with CFP #J-18808-Ljbffr Sterling St James LLC
Vacancy posted 2 days ago
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