Wealth Client Services Associate
NPAworldwide
The Waukesha office of a nationally recognized financial services firm is seeking a polished, client‑focused Client Service Associate to support advisors, client relationships, and day‑to‑day operations in wealth management. Responsibilities include handling account activity, client communication, data gathering for planning, account openings and servicing, and coordinating with custodians and external partners to ensure a high‑quality client experience. #J-18808-Ljbffr NPAworldwide
Vacancy posted 2 days ago
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