Wealth Management Client Experience Specialist
Job in
Newtown, Bucks County, Pennsylvania, 18940, USA
Listed on 2025-12-02
Listing for:
PWA Financial
Full Time
position Listed on 2025-12-02
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
A registered investment advisory firm in Newtown, Pennsylvania is seeking an experienced Administrative Assistant to support the advisors and operations team. The ideal candidate will manage daily administrative functions, assist with client onboarding, and ensure a professional client experience. Qualifications include 2+ years in client service roles, familiarity with financial services technology, and strong attention to detail.
This role offers a competitive salary and benefits.
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