Wealth Management Client Services Associate
Professional Recruiting Consultants, Inc.
Professional Recruiting Consultants, Inc. seeks a Client Service Associate – Financial Planning in Wexford, PA to support a wealth management firm. You will handle daily administration, client documentation, and CRM tasks, while preparing presentations and inputting planning data. The role requires a bachelor’s degree, 2+ years in financial services, and strong communication and relationship skills. CFP pursuit is encouraged; proficiency with Excel and planning software is essential. #J-18808-Ljbffr Professional Recruiting Consultants, Inc.
Vacancy posted 4 days ago
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