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Wealth Management Client Associate - Client-Focused
Job in
Lakeside Park, Kenton County, Kentucky, USA
Listed on 2026-07-13
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Location: Lakeside Park
Dormont Manufacturing Co seeks a dedicated client service support professional to assist Financial Advisors in delivering exceptional service to clients. The role demands a client-centric approach with a focus on developing and maintaining strong client relationships through effective communication and service delivery.
Ideal candidates will possess a high school diploma and demonstrate proficiency in Microsoft Office, Salesforce, and strong interpersonal skills. This position requires working 37.5 hours a week, predominantly in office.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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