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Remote Client Services Associate, Wealth & Advisory

Remote / Online - Candidates ideally in
Philadelphia, Philadelphia County, Pennsylvania, 19113, USA
Listing for: Confidential
Full Time, Remote/Work from Home position Listed on 2026-11-05
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 36000 - 44000 USD Yearly USD 36000.00 44000.00 YEAR

Job Description & How to Apply Below

Confidential is recruiting on behalf of a growing US wealth planning business establishing its Manchester team. You will start in administration, data management and operational support, building specialist knowledge and client relationships for potential progression to a Client Advisor role.

The starting salary is 30,000, with training and professional qualifications available and opportunities for international postings.

Step into the Remote Client Services Associate, Wealth & Advisory role at Confidential in United States and grow with us.

As a Remote Client Services Associate, Wealth & Advisory, you will play an important part at Confidential in United States.

We invite applications for the Remote Client Services Associate, Wealth & Advisory position located in United States.

The following role is for a Remote Client Services Associate, Wealth & Advisory with Confidential.

Our group is growing, and we are hiring a Remote Client Services Associate, Wealth & Advisory in United States.

Position Requirements

10+ Years work experience
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