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Lead Client Service Specialist, Wealth Mgmt; On-Site
Job in
Berwyn, Chester County, Pennsylvania, 19312, USA
Listed on 2026-02-15
Listing for:
The Well
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: Berwyn
A growing wealth management firm is seeking a Senior Client Service Specialist in Berwyn, PA. This is a true client service role requiring 7+ years experience in RIA or wealth management. Responsibilities include owning the full client service lifecycle, serving as the primary liaison, and delivering an exceptional client experience. The firm offers competitive compensation, a full benefits package, and a culture focused on leadership and teamwork.
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