Client Service Associate, Wealth Advisory
The current posting asks for:
0-4 years of experience in the financial services area, preferably in a fiduciary environment, is preferred.
Proficiency in Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management, investment reporting, and transaction processing.
Excellent interpersonal skills with a demonstrated ability to effectively interact with clients by phone and in person.
Read the employer’s full posting · Posted 2026-10-12
