Wealth Client Services Associate: Onboarding & Support
Connect Search, LLC
A financial services firm in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch role, you will manage client onboarding, account maintenance, and ongoing relationship management. Candidates should have a Bachelor's degree and 3+ years of relevant experience. Strong communication and organizational skills are essential. Familiarity with the Schwab platform, Salesforce, or financial products is a plus. This position offers a dynamic and client-facing environment. #J-18808-Ljbffr Connect Search, LLC
Vacancy posted 4 days ago
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