Wealth Management: Client Services Specialist

KingRecruitingServices is seeking a Client Service Associate for a distinguished wealth management and RIAD firm in Wexford, PA. The role supports Financial Advisors by handling client accounts, documentation, and data entry while ensuring regulatory compliance. The candidate should hold a Bachelor’s degree, with 2+ years in financial services and strong Excel/CRM skills. CFP pursuit is encouraged, and the position offers growth in a collaborative, client-focused environment. #J-18808-Ljbffr KingRecruitingServices