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Wealth Management Client Success Specialist
Job in
Lancaster, Lancaster County, Pennsylvania, 17622, USA
Listed on 2026-07-09
Listing for:
Sora Resource Group
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Sora Resource Group in Pennsylvania is seeking a Client Service Associate to enhance their team dedicated to comprehensive wealth management for high-net-worth clients. You will support Financial Advisors by managing client accounts and preparing essential documentation.
This role offers the opportunity to work in a collaborative environment, positively impact client financial well-being, and develop your financial expertise. A Bachelor’s degree and relevant experience are required, along with excellent communication and organizational skills.
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