Client Service Associate
Client Service Associate
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Salary Not Disclosed
1 Vacancy
Job Description
Bridgeville PA FullTime OnSite
Are you detailoriented organized and passionate about delivering topnotch client service A premier wealth management firm in Bridgeville PA is seeking a Client Service Associate to join our team!
What Youll Do:
Client Support & Administration: Handle all client paperwork account transfers new account setup and other essential administrative tasks.
Client Interaction: Serve as the first point of contact for client needs outside of financial planning advising and meetings.
Life Insurance Opportunity: Proactively identify opportunities to offer life insurance solutions to existing clientsno cold sales required.
Reception & Office Support: Serve as a backup receptionist and help maintain smooth daily operations.
What Theyre Looking For:
Experience in financial services wealth management or a related field is a plus.
Strong organizational skills and attention to detail.
Excellent communication and customer service abilities.
Ability to handle confidential information with professionalism.
Techsavvy with proficiency in financial systems and client management software (or willingness to learn).
Why Join the Team
Work with a team of experienced professionals in a supportive clientfocused environment.
Gain handson experience in wealth management operations.
Ready to take the next step in your career Apply today and become a key part of our clientfocused wealth management team!
Required Experience:
IC
Employment Type
Full Time
