Wealth Client Services Specialist Onsite
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Services
Bard Financial Group, part of Osaic's Empowered Independence platform, seeks a Client Service Specialist to provide day-to-day administrative and service support to clients and advisors, ensuring accurate processing and timely follow-through.
This role located in Branford, CT offers growth into a broader office manager position within a growing advisory firm managing about $1.2B in assets, with compensation including $65,000-$75,000 per year plus an annual performance-based bonus and
We are seeking a motivated Wealth Client Services Specialist Onsite to join Osaic in Branford, CT, United States.
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This posting is for the Wealth Client Services Specialist Onsite role at Osaic, based in Branford, CT, United States.
We are looking to fill the Wealth Client Services Specialist Onsite position at Osaic in Branford, CT, United States.
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