Wealth Planning Client Services Associate - CFP Path
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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 of client information in line with regulatory guidance. The team emphasizes a collaborative culture, opportunities to grow toward CFP or related designation, and a rewarding work environment that supports professional #J-18808-Ljbffr Workforce Recruiter
Vacancy posted 1 day ago
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