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Wealth Management Client Experience Specialist
Job in
Armonk, Westchester County, New York, 10504, USA
Listed on 2026-06-17
Listing for:
Vista Wealth Solutions
Full Time
position Listed on 2026-06-17
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Integrity Advisors Pension Consultants is seeking a Client Services Associate in Armonk, NY. The position involves coordinating client services, managing account applications, and ensuring smooth onboarding.
The ideal candidate will have a Bachelor's degree and 2-3 years' experience in financial services, with strong multitasking abilities and attention to detail. This role is vital to our commitment to client success, ensuring accurate and warm interactions throughout the client experience.
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