Wealth Management Client Services Associate
Aspire Talent Solutions
Aspire Talent Solutions is assisting a wealth management client in Wexford, PA, to hire a Client Service Associate focused on financial planning and client service. You will support advisors, prepare presentations, and maintain client data across planning tools. The role requires a Bachelor's degree and 2+ years in financial services, with opportunities to pursue CFP or related credentials. A collaborative team environment is offered with competitive compensation. #J-18808-Ljbffr Aspire Talent Solutions
Vacancy posted 4 days ago
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