Onsite Client Services Associate – Wealth Management
Job in
Deer Park, Suffolk County, New York, 11729, USA
Listed on 2026-07-22
Listing for:
Wealth Enhancement
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Wealth Enhancement in Deer Park, NY is seeking a Client Service Associate / Sr. Client Service Associate for an on-site role. You will support client onboarding, manage account activity, and collaborate with advisors to deliver personalized financial planning and service.
The position emphasizes relationship building, accurate record-keeping, and participation in team initiatives, with a base salary range noted and a comprehensive benefits program.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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