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Wealth Management Client Experience Specialist

Job in Armonk, Westchester County, New York, 10504, USA
Listing for: Vista Wealth Solutions
Full Time position
Listed on 2026-06-17
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Location: Armonk

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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