Wealth Management Client Services Associate
TalentWealth
TalentWealth is seeking an experienced Client Services Associate for a premier independent wealth management firm in Owensboro, KY. Under general supervision, you will support financial advisors, handle client inquiries, process documentation, and assist with data entry into planning software, and prepare letters and reports to maintain accounts. Strong communication and organizational skills are essential; FINRA licenses are preferred and the role offers meaningful client impact in a growing #J-18808-Ljbffr TalentWealth
Vacancy posted 4 days ago
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