Wealth Planning: Client Service Associate
KOB Solutions, Inc.
KOB Solutions, Inc. in Wexford, PA, seeks a Client Service Associate to support a financial planning team serving high-net-worth clients and institutions. You will handle daily administration, account documentation, and ongoing funding processes while ensuring compliance and accuracy. The role emphasizes collaboration, strong client relations, and skilled use of Excel and financial planning software; CFP track requested, with 2+ years in financial services and a path toward CFP designation. #J-18808-Ljbffr KOB Solutions, Inc.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Planning: Client Service Associate in Wexford, PA vacancy
- The Recruiting Hive is assisting a leading wealth management firm in Wexford, PA to hire a Client Service Associate for Financial Planning. The role focuses on client onboarding, documentation, and support to the Financial Advisor, ensuring accuracy and compliance. Ideal...Suggested
- Ridgemont Resources, Inc. is seeking a Client Service Associate to support a financial advisor team in wealth management for high-net-worth clients and institutions.... ...administration, client documentation, and involvement with planning software. The successful candidate will have a...Suggested
- Zaddy Solutions in Wexford, PA, is seeking a Client Service Associate to support financial advisors in delivering wealth management services to high-net-worth clients and... ..., document preparation, data entry into planning software, and CRM management. The candidate should...Suggested
- Professional Recruiting Consultants, Inc. seeks a Client Service Associate - Financial Planning in Wexford, PA to support a wealth management firm. You will handle daily administration, client documentation, and CRM tasks, while preparing presentations and inputting planning...Suggested
- Clear Concepts, Inc. is seeking a Client Service Associate to join our wealth management team in Wexford, PA. You will play a key role in supporting financial... ..., meeting preparation, and data input across planning and investment tools, while maintaining strict regulatory...Suggested
- 6 Degrees Search in Wexford, PA seeks a Client Service Associate to support a wealth management team serving high-net-worth clients and institutions. The... .... You will use PowerPoint, CRM systems, and financial planning software, collaborating with advisors to deliver comprehensive...
- Client Service Associate - Financial Planning Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory...
- Client Growth Resources, Inc. is seeking a Client Service Associate in Wexford, PA to support wealth management services for high-net-worth clients and institutions. You will assist... ...involves preparing presentations, utilizing planning software, and maintaining client...
- RRC Solutions Group is seeking a Client Service Associate in Wexford, PA to support wealth managers serving high-net-worth clients and institutions. The role... ...and strong Excel/fintech software skills to support planning and investment activities. A CFP path is...
- RON SUNSHINE ASSOCIATES LLC is seeking a Client Service Associate in Wexford, PA to support high-net-worth clients and institutions with wealth management services. The role emphasizes accurate account... .... Proficiency in MS Excel and planning software is required, along with...
- True North Consultants, Inc. is seeking a Client Service Associate to support a wealth management team in Wexford, PA. The role focuses on opening client accounts, processing documentation, and maintaining accurate client data within regulatory standards. The ideal candidate...
- KLA Industries, Inc. is seeking a Client Service Associate to support a wealth management team in Wexford, PA. The role focuses on client service, account setup, documentation, and coordination with financial planners to deliver comprehensive advice. The ideal candidate...
- Sun Recruiting, Inc. is recruiting on behalf of a distinguished wealth management and registered investment advisory firm in Wexford, PA, for a Client Service Associate. The role supports a financial advisor by handling daily administration, client onboarding, and documentation...
- Horan Hiring Solutions, LLC is seeking a Client Service Associate for a wealth management practice in Wexford, PA. You will support a Financial Advisor... ..., while preparing presentations and using investment planning tools. Ideal candidates hold a Bachelor's degree and...
- Genie Matthews and Associates, a distinguished wealth management and registered investment advisory firm, seeks a Client Service Associate in Wexford, PA. You will support the Financial Advisor by handling client accounts, preparing documentation, and maintaining accurate...
- LRSolutions, LLC, a distinguished wealth management and registered investment advisory firm, seeks a Client Service Associate in Wexford, PA. You will support financial advisors with account openings, documentation, and client communications, while handling software tools...
- Eden Capital Careers seeks a Client Service Associate - Financial Planning in Wexford, PA to support a high-net-worth client base with wealth management services. You will handle account openings, documentation, deposits, and client data accuracy, collaborating within...
- Hire Consulting Services seeks a Client Service Associate - Financial Planning to support wealth managers serving high‑net‑worth clients and institutions. You will handle daily account administration, client communication, and data maintenance within a regulated environment...
- Top Dog Recruiting presents an opportunity to join a distinguished wealth management and RIA in Wexford, PA as a Client Service Associate. You will support financial advisors by opening new client accounts, preparing documents, and maintaining client data with strict regulatory...
- Pernini Legal, Inc. in Wexford, PA, is seeking a Client Service Associate - Financial Planning to support wealth advisors and service high-net-worth clients. You will open new accounts, prepare documentation, input data into planning software, manage CRM (AdviserEngine)...
- Meritas Advisory Group, LLC is seeking a Client Service Associate in Wexford, PA to support financial planning activities for high-net-worth clients. The role focuses... ...documentation, while contributing to a collaborative wealth-management team. The position requires a...
- Joseph Michaels International is seeking a Client Service Associate - Financial Planning to support our wealth management team in Wexford, PA. You will handle daily administration, client communications, and data entry across planning tools, CRM, and broker systems. The...
- ...Software, LLC, on behalf of a distinguished wealth management client based in Wexford, PA, is seeking a Client Service Associate to support a Financial Advisor by opening new... ...and proficiency with MS Excel and financial planning software. #J-18808-Ljbffr Top Echelon...
- Barrette Workforce Solutions, LLC is seeking a Client Service Associate to support a wealth management firm in Wexford, PA. This role focuses on delivering... ...use PowerPoint for meeting materials, input data into planning software, and manage AdviserEngine CRM to keep client...
- Top Echelon Software, LLC is seeking a Client Service Associate in Wexford, PA to support financial advisors with wealth management services. The role emphasizes accurate... ...financial services, and strong MS Excel/financial planning software skills, with a path toward CFP or...
- Soap Creek Resources is seeking a Client Service Associate in the Financial Planning space to support wealth management services for high-net-worth clients and institutions. The role focuses on daily administration, client data accuracy, and collaboration with financial...
- Wealth Management Firm in Wexford, PA is seeking a Client Service Associate to provide comprehensive support for financial planning and wealth management services to high-net-worth clients and institutions. The role focuses on daily administration, CRM management, and coordination...
- Tom Trese Networking LLC is seeking a Client Service Associate - Financial Planning in Wexford, PA. The role supports a wealth management team by handling daily client-account activities, preparing presentations, and maintaining data in planning software and CRM systems...
- Food Management Search, Inc. is recruiting a Client Service Associate for a leading wealth management and RI A firm in Wexford, PA. You will support financial... ...meeting materials in PowerPoint, inputting data into planning software, and leveraging CRM tools to manage...
- Top Echelon Software, LLC. seeks a Client Service Associate to support a wealth management team in Wexford, PA. The role focuses on client account administration, data accuracy, and preparation of advisor presentations. The ideal candidate has a bachelor's degree and at...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planning: Client Service Associate. Be the first to apply!
Related searches
- production planning specialist Wexford, PA
- airport planner Wexford, PA
- party planner Wexford, PA
- manufacturing planner Wexford, PA
- medical equipment planner Wexford, PA
- retail planner Wexford, PA
- transportation planner Wexford, PA
- distribution planner Wexford, PA
- business continuity planner Wexford, PA
- planner Wexford, PA