Prev Next

Wealth Management Client Service Associate

Apply Now

My Favorites

Seeking a detail-oriented professional with prior banking, brokerage, wealth management, or financial services experience to support financial advisors and assist with daily client account operations.

Responsibilities include:

Handle client inquiries related to banking and investment accounts.
Assist with new account openings, account maintenance, and custodial transfers.
Process financial transactions, including wire transfers, distributions, and securities trades.
Coordinate with custodians and financial institutions to resolve account-related issues.
Maintain accurate account records and support financial advisors with client servicing and account reviews.

Prior banking, brokerage, wealth management, or financial services experience strongly preferred.
Bachelor's degree preferred.
Series 7 and 66 licenses preferred (or other FINRA licenses).
Knowledge of financial transactions, account transfers, and investment account servicing.
Strong attention to detail and organizational skills.
Excellent written and verbal communication skills.

Based on experience