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Wealth Management Client Services Associate

Job in Orrville, Wayne County, Ohio, 44667, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 47000 - 78000 USD Yearly USD 47000.00 78000.00 YEAR
Job Description & How to Apply Below
A national financial services firm is seeking a Client Service Associate. The role involves building client relationships, managing implementations, and performing administrative duties. Candidates should have a high school diploma, and financial services or wealth management experience is a plus. Proficiency in MS Office and CRM tools is essential, along with strong communication skills. The compensation range is $47,000.00 to $78,000.00 annually, based on experience and location.
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Position Requirements
10+ Years work experience
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