Wealth Client Experience Associate
Listed on 2026-10-07
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
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
This is a genuine opening to take on the Wealth Client Experience Associate role at Credent Wealth.
This is a genuine opportunity to take on the Wealth Client Experience Associate role at Credent Wealth.
As a Wealth Client Experience Associate, you will play an important part at Credent Wealth in Indiana, PA, United States.
We invite applications for the Wealth Client Experience Associate position located in Indiana, PA, United States.
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