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Wealth Management Client Service Associate

Job in Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listing for: Apollon Wealth Management
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Mount Pleasant is seeking a dedicated Client Service Associate to enhance client experiences by providing exceptional support. The role involves operational support, client onboarding, and complex case management. Ideal candidates will have strong financial services background, communication skills, and experience with custodial platforms. This full-time position offers growth opportunities in a dynamic team environment.
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Position Requirements
10+ Years work experience
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