Wealth Planning Client Service Associate
Top Echelon Software, LLC
Top Echelon Software, LLC, on behalf of a distinguished wealth management client based in Wexford, PA, is seeking a Client Service Associate to support a Financial Advisor by opening new client accounts, preparing documentation, and maintaining client data in line with regulatory standards. The role requires a Bachelor’s degree, 2+ years in financial services, and proficiency with MS Excel and financial planning software. #J-18808-Ljbffr Top Echelon Software, LLC
Vacancy posted 1 day ago
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