Wealth Management: Senior Client Services Lead (Hybrid)
Right Executive Search, LLC
Wayne, PA hybrid wealth management opportunity for a Senior Client Service Associate supporting advisors and high-net-worth clients. You will handle account administration, onboarding, and client service requests while partnering with a collaborative team. The ideal candidate has 3+ years of experience, Series 7/63 preferred, and familiarity with Salesforce, eMoney, and Microsoft 365. The role offers a competitive base salary, bonus potential, and a strong emphasis on client service. #J-18808-Ljbffr Right Executive Search, LLC
Vacancy posted 2 days ago
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