×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Services Financial Advisor Accounting & Finance

Wealth Client Services Specialist

Job in King of Prussia, Montgomery County, Pennsylvania, 19406, USA
Listing for: C³ Wealth Management
Full Time position
Listed on 2025-12-15
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
A financial services firm is seeking an entry-level Client Service Associate to support financial advisors and enhance client relationships. Responsibilities include managing client data, preparing documents for signatures, and ensuring compliance within client files. The ideal candidate will have strong communication skills and attention to detail, with a willingness to obtain necessary licensing. The role offers full-time employment with benefits and opportunities for professional growth.
#J-18808-Ljbffr
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).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search