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Wealth Management Client Success Associate

$60k - $70k

Better Talent by Laveer & Co.

Better Talent by Laveer & Co. is looking for a Client Service Associate to join their team in New York. This role is vital for providing clients with seamless coordination of retirement planning services while supporting advisors in daily operations. The ideal candidate will have at least 1 year of experience in financial services and the ability to maintain strong client relationships. A salary between $60k and $70K is offered, along with benefits such as health insurance and paid time off. #J-18808-Ljbffr Better Talent by Laveer & Co.

Vacancy posted 3 days ago
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