×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X

Client Experience Specialist – Wealth Advisory

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Waverly Advisors, LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Cincinnati is seeking an experienced Client Service Associate to enhance client relationships and support the advisors. Responsibilities include administrative tasks, client communication, and document assistance. The ideal candidate will be detail-oriented, possess excellent communication skills, and have at least one year of experience in client service. Benefits include health options, 401K, and generous PTO. Join the team dedicated to exceptional client service and support their growth in financial planning.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search