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Client Service Associate — Wealth Advisory & ESOP

$65k - $75k

Towneley Capital Management, Inc.

A financial advisory firm is seeking a Client Service Associate to enhance client experiences and support wealth advisors. The ideal candidate will personalize interactions, manage client communications, and thrive in a collaborative setting. Candidates should have at least two years of financial services experience and strong organizational skills. This role is full-time with a competitive salary of $65,000 to $75,000 and benefits including medical insurance and an employee stock ownership plan. #J-18808-Ljbffr Towneley Capital Management, Inc.

Vacancy posted 2 days ago
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