Wealth Management Client Services Associate
Listed on 2026-10-06
-
Finance & Banking
Wealth Management, Financial Services
Talent Wealth is seeking an experienced Client Services Associate for an established wealth management firm in Owensboro, KY. The role provides proactive support to financial advisors and assists with client service and account maintenance.
Responsibilities include client inquiries, data entry, preparing documents, and using portfolio software. Strong communication and organizational skills are essential; FINRA licenses preferred or willingness to obtain.
Step into the Wealth Management Client Services Associate role at Talent Wealth in Owensboro, KY, United States and grow with us.
This is an excellent position to take on the Wealth Management Client Services Associate role at Talent Wealth.
As a Wealth Management Client Services Associate, you will play an important part at Talent Wealth in Owensboro, KY, United States.
We invite applications for the Wealth Management Client Services Associate position located in Owensboro, KY, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).