Wealth Management CSA: Investment & Insurance
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-02-28
Listing for:
Right Executive Search, LLC
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Risk Manager/Analyst, Financial Services -
Insurance
Financial Advisor, Risk Manager/Analyst
Job Description & How to Apply Below
A financial services recruiting firm is looking for a Client Service Associate to support investment account servicing and insurance underwriting workflows. This full-time position requires 1-3 years of experience in wealth management operations and client service. The ideal candidate will work closely with senior team members and handle tasks such as account openings, client inquiries, and insurance support. The role offers a stable opportunity in a supportive environment with competitive compensation and training.
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