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Wealth Management Client Service Associate

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. The successful candidate will assist clients with everyday needs, build trusted relationships, and manage administrative functions. Key qualifications include a High School Diploma, financial services knowledge, and strong organizational and interpersonal skills.

This role offers growth opportunities and is committed to diversity and inclusion.
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Position Requirements
10+ Years work experience
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