Client Service Associate – Wealth Planning Team
Listed on 2026-10-10
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Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Element Wealth Planning is seeking a Client Service Associate to join our Georgetown, Delaware office. The role emphasizes professional, organized, and accurate service to clients, with initiative and discretion in daily operations.
You will interact with clients, advisors, custodians, and financial institutions, handling calls, scheduling, paperwork, and CRM records to ensure a high-touch client experience and smooth office workflow.
Are you ready to take on the Client Service Associate – Wealth Planning Team role at Element Wealth Planning?
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Georgetown, DE, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 35.000 - 52.000.
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