Hybrid Wealth Management Client Service Associate
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Banking & Finance
Revolt Financial is seeking a Client Service Associate in wealth management and insurance support. You will help with life insurance underwriting, account servicing, and annuity processing while coordinating with advisors and custodians to keep client workflows moving.
The role emphasizes accuracy, multi-tasking, and a client-first approach within a growing RIA environment. A strong background in wealth services is ideal, with licensing pursued if needed.
For the Hybrid Wealth Management Client Service Associate position at Revolt Financial, we are reviewing applications now.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Melville, NY, United States.
This opportunity is part of our work in Management & Operations, Sales.
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