Wealth Client Services Associate
Trillium Wealth &Partners
Trillium Wealth &Partners is hiring a Registered Client Associate in Wilmington, DE. This full-time, on-site role focuses on managing client relationships and providing exceptional service to drive client satisfaction. Responsibilities include processing transactions, maintaining client records, and complying with regulations. Candidates need FINRA Series 7 license, strong communication skills, and at least 3 years of experience in financial services. Join a firm dedicated to empowering employees and delivering personalized wealth management solutions. #J-18808-Ljbffr Trillium Wealth &Partners
Vacancy posted 4 days ago
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