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Client Experience Associate — Grow with a Trusted Wealth Team
Job in
Auburn, De Kalb County, Indiana, 46706, USA
Listed on 2026-08-22
Listing for:
CX Institutional LLC
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
CX Institutional LLC d/b/a Credent Wealth Management seeks a Client Service Associate to support Wealth Advisors by attending client and prospect events and building relationships to deliver a premier client experience.
The role works closely with Wealth Managers to execute account paperwork, financial reports, and maintain ongoing communication, ensuring a service level that goes beyond expectations and supports advisory team processes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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