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Client Services Associate Financial Advisors
Job in
New Castle, Lawrence County, Pennsylvania, 16108, USA
Listed on 2026-01-10
Listing for:
Fnb Online
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A leading financial services company in New Castle, Pennsylvania, is seeking a Relationship Associate to assist Financial Advisors in maximizing client-facing opportunities. The role requires a strong focus on customer service, maintaining compliance records, and proactive client contact to enhance retention. Applicants should have an Associate's degree and at least three years of relevant experience. Excellent communication and project management skills are essential, along with necessary licenses for securities trading.
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Position Requirements
10+ Years
work experience
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