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Client Operations Associate

Job in Doylestown, Bucks County, Pennsylvania, 18901, USA
Listing for: Paragon Wealth Management
Full Time position
Listed on 2026-09-01
Job specializations:
  • Finance & Banking
    Accounting & Finance
Job Description & How to Apply Below
Paragon Wealth Management is looking for a recent college graduate or early-career professional who wants to develop a broad foundation in financial services, client operations, business advisory services, and accounting. This is a unique entry-level opportunity for someone who is organized, personable, analytical, and interested in learning how different areas of a financial-services business operate. Support for the CPA, CFP®, CFA, or another relevant professional credential may be available.

This is a full-time, in-office position in Doylestown. Some additional hours may be required during tax season.
Position Requirements
10+ Years work experience
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