Wealth Management Client Services Associate

MOHR Talent

MOHR Talent partners with a growing wealth management and financial advisory firm to hire a Client Service Associate who will support financial advisors and high-net-worth clients. The ideal candidate has 2+ years in wealth management, strong client communication, and comfort with affluent families. Series 65 is required within 120 days. Proficiency with Salesforce, Microsoft Office, and AI tools is desired. #J-18808-Ljbffr MOHR Talent

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Vacancy posted 2 days ago

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