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Wealth Client Services Associate — Fast-Paced

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Services Associate — Fast-Paced Support

Power To Fly  is seeking a Registered Client Service Associate in Greenwich, Connecticut, to deliver exceptional client service while supporting Financial Advisors. This role requires strong organizational and interpersonal skills to foster client relationships and assist with daily needs.

Candidates should have a High School Diploma and relevant industry certifications, with a preference for individuals with previous experience in financial services. Advanced Microsoft Office skills are a must.

This position offers the opportunity to work in a dynamic environment while contributing to a diverse and inclusive workforce.

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Position Requirements
10+ Years work experience
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