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Wealth Management Client Experience Associate

Credent Wealth Management

Auburn, IN

Credent Wealth Management, headquartered in Indiana, seeks a Client Service Associate to support Wealth Advisors and manage daily client interactions. You will handle account paperwork, financial reports, and ongoing communication to deliver a superior client relationship experience. The role involves onboarding/offboarding clients, processing accounts, CRM updates, and assisting with system access. Series 65 within 30–60 days is expected, with a strong emphasis on service excellence. #J-18808-Ljbffr

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Vacancy posted 2 days ago
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