Wealth Management Client Services Associate

A leading financial institution is seeking a Client Service Support professional for their Wealth Management team. This role involves providing excellent service and support to Financial Advisors and clients, ensuring accuracy in communication while managing client relationships. The ideal candidate will possess strong skills in client management, prioritization, and oral communications. A High School diploma or equivalent is required, and 37.5 hours of work per week is expected in an in-office culture.
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