Client Service Associate
Posted Sep 28, 2026 · 6h ago
- Salary
- $58,802 / year
- Employment
- Full Time
- Listing language
- English
Description
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Through regular interactions with clients, individuals in this role build trusted relationships.
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and
RESPONSIBILITIES
CLIENT SUPPORT …