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Hybrid Wealth Management Client Service Associate

$75k - $90k

Right Executive Search, LLC

Right Executive Search, LLC in Wayne, PA is seeking a Senior Client Service Associate for a wealth management firm. This hybrid role offers a salary of $75,000 to $90,000 DOE plus a performance-based bonus. The position is ideal for a proactive professional who will assist financial advisors, handle client onboarding, and maintain Salesforce databases. Strong communication and organizational skills are necessary, as well as a minimum of 3 years of relevant experience. A comprehensive benefits package and opportunities for mentorship are included in this dynamic role. #J-18808-Ljbffr Right Executive Search, LLC

Vacancy posted 1 day ago
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