Wealth Client Services Associate; Hybrid
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
CrossMMG, LLC is seeking a personable Client Service Associate to support wealth management advisors at Rising Light Financial Advisors in a hybrid work environment. You will be a primary contact for clients, handling account-related requests, forms, and day-to-day service tasks with accuracy and courtesy.
The ideal candidate combines excellent interpersonal skills with strong organization, thrives in a client-facing role, and can coordinate with advisors and custodians to ensure a smooth client
We are looking to fill the Wealth Client Services Associate (Hybrid) position at CrossMMG, LLC in Mokena, IL, United States.
We are currently recruiting a Wealth Client Services Associate (Hybrid) for our team in Mokena, IL, United States.
This is an excellent opening to take on the Wealth Client Services Associate (Hybrid) role at CrossMMG, LLC.
As a Wealth Client Services Associate (Hybrid), you will play an important part at CrossMMG, LLC in Mokena, IL, United States.
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