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Hybrid Client Services Lead – Financial Advisory

Remote / Online - Candidates ideally in
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
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Hybrid Client Services Lead – Financial Advisory Support
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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