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Client Services Associate Wealth Advisory
Job in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2025-12-20
Listing for:
PowerToFly
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Services
Job Description & How to Apply Below
A prominent financial services company is seeking a Client Service Associate to support Financial Advisors and enhance client relationships. Candidates should possess a high school diploma, with a college degree preferred, and demonstrate exceptional organizational and interpersonal skills. The role includes assisting with transactions, managing schedules, and engaging clients with various financial tools. It's crucial to be proactive and adaptable in this fast-paced environment, where your team-oriented approach will contribute to the firm’s commitment to excellence.
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Position Requirements
10+ Years
work experience
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