Wealth Management Client Experience Associate
Job in
Auburn, De Kalb County, Indiana, 46706, USA
Listed on 2026-06-10
Listing for:
CX Institutional LLC
Full Time
position Listed on 2026-06-10
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
CX Institutional LLC in Auburn, Indiana is seeking a Client Service Associate in Wealth Management. This role supports Wealth Advisors by managing client relationships, processing transactions, and providing comprehensive client service to enhance client experience.
The ideal candidate has strong interpersonal skills, knowledge of financial accounts, and proficiency in Microsoft Office. A Series 65 License must be achieved within the first 60 days of hiring. Previous finance or customer service experience is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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