Wealth Management Client Experience Associate
Listed on 2026-11-04
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Finance & Banking
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Customer Service/HelpDesk
Credent Wealth Management, headquartered in Indiana, seeks a Client Service Associate to support Wealth Advisors and manage daily client interactions. You will handle account paperwork, financial reports, and ongoing communication to deliver a superior client relationship experience.
The role involves onboarding/offboarding clients, processing accounts, CRM updates, and assisting with system access. Series 65 within 30–60 days is expected, with a strong emphasis on service excellence.
The following role is for a Wealth Management Client Experience Associate with Credent Wealth Management.
We invite applications for the Wealth Management Client Experience Associate position located in Auburn, IN, United States.
Our group is growing, and we are hiring a Wealth Management Client Experience Associate in Auburn, IN, United States.
This role is for the Wealth Management Client Experience Associate role at Credent Wealth Management.
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