Wealth Advisory Client Service Associate
Tom Trese
A distinguished wealth management firm located in Pennsylvania is seeking a Client Service Associate. The role involves supporting Financial Advisors with account administration, utilizing financial software, and ensuring compliance. Candidates should have a Bachelor's degree, 2+ years of relevant experience, and strong communication skills. The company offers competitive compensation, a collaborative environment, and opportunities for professional development in financial planning. #J-18808-Ljbffr Tom Trese
Vacancy posted 4 days ago
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