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Wealth Client Experience Associate
Job in
Indiana Borough, Indiana County, Pennsylvania, 15705, USA
Listed on 2026-08-29
Listing for:
Credent Wealth
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Job Description & How to Apply Below
Credent Wealth is seeking a Client Service Associate to support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship.
This role will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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