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Hybrid Client Services Lead – Financial Advisory
Remote / Online - Candidates ideally in
Pearl River, Rockland County, New York, 10965, USA
Listed on 2026-07-21
Pearl River, Rockland County, New York, 10965, USA
Listing for:
Ark Asset Advisors
Full Time, Remote/Work from Home
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Services
Job Description & How to Apply Below
Location: Pearl River
Wells Fargo Financial Network is seeking a Client Services Associate to support three Financial Advisors across Pearl River, NY and Hackensack, NJ. The role emphasizes client service, administrative duties, and flexible hours with some remote work.
You will onboard new clients, prepare reports, coordinate meetings and travel, and help grow the client base while adhering to firm policies. A 2+ year background in brokerage or financial services is preferred.
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