Client Services & Operations Associate: in Wealth Management
Listed on 2026-10-13
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Finance & Banking
Wealth Management
CMC Recruiting is seeking a Client Service & Operations Associate for a boutique wealth management client in Greenville, SC. The role focuses on delivering exceptional client service while handling operational execution, paperwork, and follow-through across the firm.
The ideal candidate is curious, highly organized, and eager to build a long-term career in wealth management, gaining exposure to investments, tax strategy, estate planning, and client service processes.
Consider building your career as a Client Services & Operations Associate:
Growth in Wealth Management at CMC Recruiting.
Step into the Client Services & Operations Associate:
Growth in Wealth Management role at CMC Recruiting in Greenville, SC, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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