Wealth Management Client Services Associate
JCW Group
JCW Group is seeking a Client Service Associate in Plano, Texas, to provide exceptional client support and ensure smooth operations within a growing wealth management firm. The successful candidate will play a critical role in serving as the primary point of contact for client inquiries, facilitating account maintenance, and supporting advisors in delivering a high-touch client experience. The ideal candidate will have at least 2 years of experience in wealth management or a similar client service environment. A bachelor's degree is preferred, and strong organizational and communication skills are essential for managing multiple tasks efficiently. #J-18808-Ljbffr
Vacancy posted 13 hours ago
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