Wealth Planning Client Services Associate
Top Echelon Software, LLC
Top Echelon Software, LLC is seeking a Client Service Associate in Wexford, PA to support financial advisors with wealth management services. The role emphasizes accurate account administration, documentation, and client communication to ensure superior service to high-net-worth clients and institutions. The ideal candidate will have a Bachelor's degree, 2+ years in financial services, and strong MS Excel/financial planning software skills, with a path toward CFP or related designations. #J-18808-Ljbffr Top Echelon Software, LLC
Vacancy posted 1 day ago
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