More jobs:
Senior Wealth Client Services Associate
Job in
Hershey, Dauphin County, Pennsylvania, 17033, USA
Listed on 2026-09-04
Listing for:
WSFS Bank
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
WSFS Bank is seeking a Senior Client Service Associate to provide high-level service to wealth clients, advisors, and vendors. You will support a team including Wealth Director, Investment Advisors, and Financial Planners, handling internal and external communications and helping prepare client meetings.
Responsibilities include managing time-sensitive tasks, account opening/closing, funding, coordinating with custodians like Fidelity or Schwab, preparing disclosures and statements, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×