Wealth Management Client Service Associate: Growth & Impact
Zaddy Solutions
Zaddy Solutions in Wexford, PA, is seeking a Client Service Associate to support financial advisors in delivering wealth management services to high-net-worth clients and institutions. The role involves daily administration, document preparation, data entry into planning software, and CRM management. The candidate should have a bachelor's degree, 2+ years in financial services, and strong communication skills; pursuing CFP or equivalent designation is encouraged. #J-18808-Ljbffr Zaddy Solutions
Vacancy posted 1 day ago
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