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Wealth Management: Senior Client Service Associate (Hybrid)

$75k - $90k

Right Executive Search, LLC

Our client, a Wayne, PA wealth management firm, is seeking a Senior Client Service Associate to support advisors serving high-net-worth clients. The role spans onboarding, account administration, and financial planning support, with a focus on client experience and operational efficiency. The position requires 3+ years in wealth management support, Salesforce/eMoney familiarity, and a strong payoff with a hybrid model (3 days in office). Base salary is $75,000–$90,000 DOE plus bonus potential. #J-18808-Ljbffr Right Executive Search, LLC

Vacancy posted 2 days ago
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